Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X57 · federal · F8949 line D.X57

Oakmont Bank (acquired 2023-03-24, sold 2025-04-30; proceeds 1,769.79, basis 1,564.19)

205.60
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 10 · field X57_desc · “Lot X57 description”
read as “Oakmont Bank” → Oakmont Bank 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X57_acq · “Lot X57 date acquired”
read as “03/24/2023” → 2023-03-24 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X57_sold · “Lot X57 date sold”
read as “04/30/2025” → 2025-04-30 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X57_proceeds · “Lot X57 proceeds”
read as “1,769.79” → 1,769.79 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X57_basis · “Lot X57 cost basis”
read as “1,564.19” → 1,564.19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X57_wash · “Lot X57 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 205.60v2 · 2026-03-19: 205.60v3 · 2026-06-23: 205.60
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it