Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.D.X191 · federal · F8949 line D.X191

Harborview Insurance (acquired 2024-01-25, sold 2025-07-21; proceeds 2,026.58, basis 2,347.44)

-320.86
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 15 · field X191_desc · “Lot X191 description”
read as “Harborview Insurance” → Harborview Insurance 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X191_acq · “Lot X191 date acquired”
read as “01/25/2024” → 2024-01-25 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X191_sold · “Lot X191 date sold”
read as “07/21/2025” → 2025-07-21 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X191_proceeds · “Lot X191 proceeds”
read as “2,026.58” → 2,026.58 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X191_basis · “Lot X191 cost basis”
read as “2,347.44” → 2,347.44 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X191_wash · “Lot X191 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -320.86v2 · 2026-03-19: -320.86v3 · 2026-06-23: -320.86
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it