Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X39 · federal · F8949 line D.X39

Eastline Utilities (acquired 2023-06-28, sold 2025-07-01; proceeds 577.57, basis 526.19)

51.38
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 14 · field X39_desc · “Lot X39 description”
read as “Eastline Utilities” → Eastline Utilities 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X39_acq · “Lot X39 date acquired”
read as “06/28/2023” → 2023-06-28 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X39_sold · “Lot X39 date sold”
read as “07/01/2025” → 2025-07-01 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X39_proceeds · “Lot X39 proceeds”
read as “577.57” → 577.57 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X39_basis · “Lot X39 cost basis”
read as “526.19” → 526.19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X39_wash · “Lot X39 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 51.38v2 · 2026-03-19: 51.38v3 · 2026-06-23: 51.38
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it