Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X42 · federal · F8949 line D.X42

Harborview Insurance (acquired 2023-08-15, sold 2025-10-27; proceeds 540.98, basis 559.59, adjustment W 18.61)

-0
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 22 · field X42_desc · “Lot X42 description”
read as “Harborview Insurance” → Harborview Insurance 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X42_acq · “Lot X42 date acquired”
read as “08/15/2023” → 2023-08-15 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X42_sold · “Lot X42 date sold”
read as “10/27/2025” → 2025-10-27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X42_proceeds · “Lot X42 proceeds”
read as “540.98” → 540.98 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X42_basis · “Lot X42 cost basis”
read as “559.59” → 559.59 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X42_wash · “Lot X42 wash sale loss disallowed”
read as “18.61” → 18.61 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -0v2 · 2026-03-19: -0v3 · 2026-06-23: -0
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it