Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X154 · federal · F8949 line D.X154

Northwind Air (acquired 2024-05-06, sold 2025-09-16; proceeds 1,939.24, basis 2,030.98)

-91.74
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 19 · field X154_desc · “Lot X154 description”
read as “Northwind Air” → Northwind Air 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X154_acq · “Lot X154 date acquired”
read as “05/06/2024” → 2024-05-06 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X154_sold · “Lot X154 date sold”
read as “09/16/2025” → 2025-09-16 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X154_proceeds · “Lot X154 proceeds”
read as “1,939.24” → 1,939.24 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X154_basis · “Lot X154 cost basis”
read as “2,030.98” → 2,030.98 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X154_wash · “Lot X154 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -91.74v2 · 2026-03-19: -91.74v3 · 2026-06-23: -91.74
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it