Investments & digital assets › F8949.D.X157
F8949.D.X157 · federal · F8949 line D.X157
Tidewater Health (acquired 2023-07-05, sold 2025-07-10; proceeds 1,099.63, basis 1,256.73)
-157.10
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 15 · field X157_desc · “Lot X157 description”
read as “Tidewater Health” → Tidewater Health
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X157_acq · “Lot X157 date acquired”
read as “07/05/2023” → 2023-07-05
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X157_sold · “Lot X157 date sold”
read as “07/10/2025” → 2025-07-10
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X157_proceeds · “Lot X157 proceeds”
read as “1,099.63” → 1,099.63
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X157_basis · “Lot X157 cost basis”
read as “1,256.73” → 1,256.73
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X157_wash · “Lot X157 wash sale loss disallowed”
read as “0.00” → 0
99%
Flows into
History — nothing is overwritten
v1 · 2026-03-04: -157.10v2 · 2026-03-19: -157.10v3 · 2026-06-23: -157.10
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