Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X183 · federal · F8949 line D.X183

Northwind Air (acquired 2023-05-05, sold 2025-04-17; proceeds 1,743.33, basis 1,690.07)

53.26
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 9 · field X183_desc · “Lot X183 description”
read as “Northwind Air” → Northwind Air 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X183_acq · “Lot X183 date acquired”
read as “05/05/2023” → 2023-05-05 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X183_sold · “Lot X183 date sold”
read as “04/17/2025” → 2025-04-17 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X183_proceeds · “Lot X183 proceeds”
read as “1,743.33” → 1,743.33 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X183_basis · “Lot X183 cost basis”
read as “1,690.07” → 1,690.07 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X183_wash · “Lot X183 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 53.26v2 · 2026-03-19: 53.26v3 · 2026-06-23: 53.26
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it