Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X1 · federal · F8949 line D.X1

Harborview Insurance (acquired 2023-09-13, sold 2025-05-16; proceeds 2,099.00, basis 2,142.45)

-43.45
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
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X1_desc · “Lot X1 description”
read as “Harborview Insurance” → Harborview Insurance 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X1_acq · “Lot X1 date acquired”
read as “09/13/2023” → 2023-09-13 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X1_sold · “Lot X1 date sold”
read as “05/16/2025” → 2025-05-16 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X1_proceeds · “Lot X1 proceeds”
read as “2,099.00” → 2,099 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X1_basis · “Lot X1 cost basis”
read as “2,142.45” → 2,142.45 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X1_wash · “Lot X1 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -43.45v2 · 2026-03-19: -43.45v3 · 2026-06-23: -43.45
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it