Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X208 · federal · F8949 line D.X208

Harborview Insurance (acquired 2024-09-10, sold 2025-10-13; proceeds 270.29, basis 326.06)

-55.77
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 21 · field X208_desc · “Lot X208 description”
read as “Harborview Insurance” → Harborview Insurance 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X208_acq · “Lot X208 date acquired”
read as “09/10/2024” → 2024-09-10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X208_sold · “Lot X208 date sold”
read as “10/13/2025” → 2025-10-13 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X208_proceeds · “Lot X208 proceeds”
read as “270.29” → 270.29 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X208_basis · “Lot X208 cost basis”
read as “326.06” → 326.06 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X208_wash · “Lot X208 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -55.77v2 · 2026-03-19: -55.77v3 · 2026-06-23: -55.77
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it