Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X116 · federal · F8949 line D.X116

Harborview Insurance (acquired 2024-03-15, sold 2025-08-12; proceeds 2,271.72, basis 2,116.93)

154.79
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 17 · field X116_desc · “Lot X116 description”
read as “Harborview Insurance” → Harborview Insurance 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X116_acq · “Lot X116 date acquired”
read as “03/15/2024” → 2024-03-15 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X116_sold · “Lot X116 date sold”
read as “08/12/2025” → 2025-08-12 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X116_proceeds · “Lot X116 proceeds”
read as “2,271.72” → 2,271.72 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X116_basis · “Lot X116 cost basis”
read as “2,116.93” → 2,116.93 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X116_wash · “Lot X116 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 154.79v2 · 2026-03-19: 154.79v3 · 2026-06-23: 154.79
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it