Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X213 · federal · F8949 line D.X213

Maple Home (acquired 2023-06-20, sold 2025-02-06; proceeds 1,145.37, basis 1,011.68)

133.69
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 X213_desc · “Lot X213 description”
read as “Maple Home” → Maple Home 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X213_acq · “Lot X213 date acquired”
read as “06/20/2023” → 2023-06-20 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X213_sold · “Lot X213 date sold”
read as “02/06/2025” → 2025-02-06 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X213_proceeds · “Lot X213 proceeds”
read as “1,145.37” → 1,145.37 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X213_basis · “Lot X213 cost basis”
read as “1,011.68” → 1,011.68 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X213_wash · “Lot X213 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 133.69v2 · 2026-03-19: 133.69v3 · 2026-06-23: 133.69
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it