Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X245 · federal · F8949 line D.X245

Eastline Utilities (acquired 2024-01-23, sold 2025-12-02; proceeds 1,744.43, basis 1,635.57)

108.86
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 25 · field X245_desc · “Lot X245 description”
read as “Eastline Utilities” → Eastline Utilities 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X245_acq · “Lot X245 date acquired”
read as “01/23/2024” → 2024-01-23 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X245_sold · “Lot X245 date sold”
read as “12/02/2025” → 2025-12-02 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X245_proceeds · “Lot X245 proceeds”
read as “1,744.43” → 1,744.43 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X245_basis · “Lot X245 cost basis”
read as “1,635.57” → 1,635.57 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X245_wash · “Lot X245 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 108.86v2 · 2026-03-19: 108.86v3 · 2026-06-23: 108.86
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it