Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X141 · federal · F8949 line D.X141

Oakmont Bank (acquired 2023-11-08, sold 2025-10-07; proceeds 1,755.74, basis 1,756.13)

-0.39
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 21 · field X141_desc · “Lot X141 description”
read as “Oakmont Bank” → Oakmont Bank 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X141_acq · “Lot X141 date acquired”
read as “11/08/2023” → 2023-11-08 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X141_sold · “Lot X141 date sold”
read as “10/07/2025” → 2025-10-07 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X141_proceeds · “Lot X141 proceeds”
read as “1,755.74” → 1,755.74 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X141_basis · “Lot X141 cost basis”
read as “1,756.13” → 1,756.13 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X141_wash · “Lot X141 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -0.39v2 · 2026-03-19: -0.39v3 · 2026-06-23: -0.39
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it