Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.D.X166 · federal · F8949 line D.X166

Harborview Insurance (acquired 2024-08-30, sold 2025-11-25; proceeds 632.69, basis 594.37)

38.32
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 25 · field X166_desc · “Lot X166 description”
read as “Harborview Insurance” → Harborview Insurance 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X166_acq · “Lot X166 date acquired”
read as “08/30/2024” → 2024-08-30 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X166_sold · “Lot X166 date sold”
read as “11/25/2025” → 2025-11-25 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X166_proceeds · “Lot X166 proceeds”
read as “632.69” → 632.69 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X166_basis · “Lot X166 cost basis”
read as “594.37” → 594.37 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X166_wash · “Lot X166 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 38.32v2 · 2026-03-19: 38.32v3 · 2026-06-23: 38.32
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it