Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X254 · federal · F8949 line D.X254

Harborview Insurance (acquired 2024-04-10, sold 2025-10-02; proceeds 2,144.59, basis 1,901.56)

243.03
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 20 · field X254_desc · “Lot X254 description”
read as “Harborview Insurance” → Harborview Insurance 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X254_acq · “Lot X254 date acquired”
read as “04/10/2024” → 2024-04-10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X254_sold · “Lot X254 date sold”
read as “10/02/2025” → 2025-10-02 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X254_proceeds · “Lot X254 proceeds”
read as “2,144.59” → 2,144.59 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X254_basis · “Lot X254 cost basis”
read as “1,901.56” → 1,901.56 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X254_wash · “Lot X254 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 243.03v2 · 2026-03-19: 243.03v3 · 2026-06-23: 243.03
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it