Investments & digital assets › F8949.D.X207
F8949.D.X207 · federal · F8949 line D.X207
Harborview Insurance (acquired 2023-07-12, sold 2025-02-04; proceeds 2,193.94, basis 2,026.23)
167.71
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 4 · field X207_desc · “Lot X207 description”
read as “Harborview Insurance” → Harborview Insurance
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X207_acq · “Lot X207 date acquired”
read as “07/12/2023” → 2023-07-12
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X207_sold · “Lot X207 date sold”
read as “02/04/2025” → 2025-02-04
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X207_proceeds · “Lot X207 proceeds”
read as “2,193.94” → 2,193.94
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X207_basis · “Lot X207 cost basis”
read as “2,026.23” → 2,026.23
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X207_wash · “Lot X207 wash sale loss disallowed”
read as “0.00” → 0
99%
Flows into
History — nothing is overwritten
v1 · 2026-03-04: 167.71v2 · 2026-03-19: 167.71v3 · 2026-06-23: 167.71
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