Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X27 · federal · F8949 line D.X27

Maple Home (acquired 2023-08-01, sold 2025-07-22; proceeds 1,542.83, basis 1,465.51)

77.32
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 15 · field X27_desc · “Lot X27 description”
read as “Maple Home” → Maple Home 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X27_acq · “Lot X27 date acquired”
read as “08/01/2023” → 2023-08-01 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X27_sold · “Lot X27 date sold”
read as “07/22/2025” → 2025-07-22 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X27_proceeds · “Lot X27 proceeds”
read as “1,542.83” → 1,542.83 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X27_basis · “Lot X27 cost basis”
read as “1,465.51” → 1,465.51 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X27_wash · “Lot X27 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 77.32v2 · 2026-03-19: 77.32v3 · 2026-06-23: 77.32
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it