Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X193 · federal · F8949 line D.X193

Harborview Insurance (acquired 2024-03-25, sold 2025-06-06; proceeds 1,836.06, basis 2,104.22)

-268.16
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 13 · field X193_desc · “Lot X193 description”
read as “Harborview Insurance” → Harborview Insurance 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X193_acq · “Lot X193 date acquired”
read as “03/25/2024” → 2024-03-25 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X193_sold · “Lot X193 date sold”
read as “06/06/2025” → 2025-06-06 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X193_proceeds · “Lot X193 proceeds”
read as “1,836.06” → 1,836.06 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X193_basis · “Lot X193 cost basis”
read as “2,104.22” → 2,104.22 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X193_wash · “Lot X193 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -268.16v2 · 2026-03-19: -268.16v3 · 2026-06-23: -268.16
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it