Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X159 · federal · F8949 line D.X159

Tidewater Health (acquired 2023-08-22, sold 2025-06-27; proceeds 941.77, basis 1,122.56)

-180.79
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 14 · field X159_desc · “Lot X159 description”
read as “Tidewater Health” → Tidewater Health 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X159_acq · “Lot X159 date acquired”
read as “08/22/2023” → 2023-08-22 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X159_sold · “Lot X159 date sold”
read as “06/27/2025” → 2025-06-27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X159_proceeds · “Lot X159 proceeds”
read as “941.77” → 941.77 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X159_basis · “Lot X159 cost basis”
read as “1,122.56” → 1,122.56 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X159_wash · “Lot X159 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -180.79v2 · 2026-03-19: -180.79v3 · 2026-06-23: -180.79
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it