Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X200 · federal · F8949 line D.X200

Harborview Insurance (acquired 2023-01-31, sold 2025-05-09; proceeds 1,071.92, basis 943.73)

128.19
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 11 · field X200_desc · “Lot X200 description”
read as “Harborview Insurance” → Harborview Insurance 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X200_acq · “Lot X200 date acquired”
read as “01/31/2023” → 2023-01-31 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X200_sold · “Lot X200 date sold”
read as “05/09/2025” → 2025-05-09 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X200_proceeds · “Lot X200 proceeds”
read as “1,071.92” → 1,071.92 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X200_basis · “Lot X200 cost basis”
read as “943.73” → 943.73 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X200_wash · “Lot X200 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 128.19v2 · 2026-03-19: 128.19v3 · 2026-06-23: 128.19
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it