Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X220 · federal · F8949 line D.X220

Eastline Utilities (acquired 2024-09-18, sold 2025-11-06; proceeds 316.53, basis 280.29)

36.24
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 23 · field X220_desc · “Lot X220 description”
read as “Eastline Utilities” → Eastline Utilities 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X220_acq · “Lot X220 date acquired”
read as “09/18/2024” → 2024-09-18 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X220_sold · “Lot X220 date sold”
read as “11/06/2025” → 2025-11-06 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X220_proceeds · “Lot X220 proceeds”
read as “316.53” → 316.53 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X220_basis · “Lot X220 cost basis”
read as “280.29” → 280.29 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X220_wash · “Lot X220 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 36.24v2 · 2026-03-19: 36.24v3 · 2026-06-23: 36.24
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it