Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X256 · federal · F8949 line D.X256

Northwind Air (acquired 2023-10-20, sold 2025-12-08; proceeds 1,799.10, basis 2,055.39)

-256.29
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 26 · field X256_desc · “Lot X256 description”
read as “Northwind Air” → Northwind Air 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X256_acq · “Lot X256 date acquired”
read as “10/20/2023” → 2023-10-20 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X256_sold · “Lot X256 date sold”
read as “12/08/2025” → 2025-12-08 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X256_proceeds · “Lot X256 proceeds”
read as “1,799.10” → 1,799.10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X256_basis · “Lot X256 cost basis”
read as “2,055.39” → 2,055.39 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X256_wash · “Lot X256 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -256.29v2 · 2026-03-19: -256.29v3 · 2026-06-23: -256.29
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it