Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X165 · federal · F8949 line D.X165

Northwind Air (acquired 2024-01-31, sold 2025-09-23; proceeds 2,312.69, basis 2,141.48)

171.21
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 20 · field X165_desc · “Lot X165 description”
read as “Northwind Air” → Northwind Air 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X165_acq · “Lot X165 date acquired”
read as “01/31/2024” → 2024-01-31 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X165_sold · “Lot X165 date sold”
read as “09/23/2025” → 2025-09-23 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X165_proceeds · “Lot X165 proceeds”
read as “2,312.69” → 2,312.69 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X165_basis · “Lot X165 cost basis”
read as “2,141.48” → 2,141.48 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X165_wash · “Lot X165 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 171.21v2 · 2026-03-19: 171.21v3 · 2026-06-23: 171.21
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it