Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
Nothing needs you.
F8949.D.X60 · federal · F8949 line D.X60

Harborview Insurance (acquired 2024-07-29, sold 2025-09-09; proceeds 1,816.82, basis 1,706.65)

110.17
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 19 · field X60_desc · “Lot X60 description”
read as “Harborview Insurance” → Harborview Insurance 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X60_acq · “Lot X60 date acquired”
read as “07/29/2024” → 2024-07-29 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X60_sold · “Lot X60 date sold”
read as “09/09/2025” → 2025-09-09 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X60_proceeds · “Lot X60 proceeds”
read as “1,816.82” → 1,816.82 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X60_basis · “Lot X60 cost basis”
read as “1,706.65” → 1,706.65 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X60_wash · “Lot X60 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 110.17v2 · 2026-03-19: 110.17v3 · 2026-06-23: 110.17
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it