Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.M5 · federal · F8949 line D.M5

Bluewater Energy Inc (acquired 2022-08-01, sold 2025-04-28; proceeds 3,960.00, basis 4,410.00)

-450
engine v3
not yet verified

How this number was built

R-8949-LOT One line per sale: proceeds minus basis plus adjustment. Broker basis is used as reported unless a supplemental statement for the same lot is matched.
Sources (6) — where the inputs came from
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 4 · field M5_description · “Lot M5 description”
read as “Bluewater Energy Inc” → Bluewater Energy Inc 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 4 · field M5_acquired · “Lot M5 date acquired”
read as “08/01/2022” → 2022-08-01 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 4 · field M5_sold · “Lot M5 date sold”
read as “04/28/2025” → 2025-04-28 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 4 · field M5_proceeds · “Lot M5 proceeds”
read as “3,960.00” → 3,960 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 4 · field M5_basis · “Lot M5 cost basis”
read as “4,410.00” → 4,410 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 4 · field M5_wash · “Lot M5 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -450v2 · 2026-03-19: -450v3 · 2026-06-23: -450
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it