Investments & digital assets › F8949.D.X169
F8949.D.X169 · federal · F8949 line D.X169
Oakmont Bank (acquired 2024-03-12, sold 2025-12-31; proceeds 145.87, basis 159.48, adjustment W 13.61)
0
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 27 · field X169_desc · “Lot X169 description”
read as “Oakmont Bank” → Oakmont Bank
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X169_acq · “Lot X169 date acquired”
read as “03/12/2024” → 2024-03-12
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X169_sold · “Lot X169 date sold”
read as “12/31/2025” → 2025-12-31
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X169_proceeds · “Lot X169 proceeds”
read as “145.87” → 145.87
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X169_basis · “Lot X169 cost basis”
read as “159.48” → 159.48
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X169_wash · “Lot X169 wash sale loss disallowed”
read as “13.61” → 13.61
99%
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History — nothing is overwritten
v1 · 2026-03-04: 0v2 · 2026-03-19: 0v3 · 2026-06-23: 0
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