Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X194 · federal · F8949 line D.X194

Eastline Utilities (acquired 2024-03-27, sold 2025-04-22; proceeds 1,353.91, basis 1,298.37)

55.54
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 X194_desc · “Lot X194 description”
read as “Eastline Utilities” → Eastline Utilities 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X194_acq · “Lot X194 date acquired”
read as “03/27/2024” → 2024-03-27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X194_sold · “Lot X194 date sold”
read as “04/22/2025” → 2025-04-22 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X194_proceeds · “Lot X194 proceeds”
read as “1,353.91” → 1,353.91 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X194_basis · “Lot X194 cost basis”
read as “1,298.37” → 1,298.37 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X194_wash · “Lot X194 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 55.54v2 · 2026-03-19: 55.54v3 · 2026-06-23: 55.54
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it