Investments & digital assets › F8949.D.M7
F8949.D.M7 · federal · F8949 line D.M7
Summit Health Partners (acquired 2021-06-15, sold 2025-05-19; proceeds 7,140.00, basis 5,220.00)
1,920
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 5 · field M7_description · “Lot M7 description”
read as “Summit Health Partners” → Summit Health Partners
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 5 · field M7_acquired · “Lot M7 date acquired”
read as “06/15/2021” → 2021-06-15
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 5 · field M7_sold · “Lot M7 date sold”
read as “05/19/2025” → 2025-05-19
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 5 · field M7_proceeds · “Lot M7 proceeds”
read as “7,140.00” → 7,140
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 5 · field M7_basis · “Lot M7 cost basis”
read as “5,220.00” → 5,220
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 5 · field M7_wash · “Lot M7 wash sale loss disallowed”
read as “0.00” → 0
99%
Flows into
History — nothing is overwritten
v1 · 2026-03-04: 1,920v2 · 2026-03-19: 1,920v3 · 2026-06-23: 1,920
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