Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X65 · federal · F8949 line D.X65

Northwind Air (acquired 2023-06-07, sold 2025-12-19; proceeds 647.52, basis 769.27)

-121.75
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 26 · field X65_desc · “Lot X65 description”
read as “Northwind Air” → Northwind Air 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X65_acq · “Lot X65 date acquired”
read as “06/07/2023” → 2023-06-07 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X65_sold · “Lot X65 date sold”
read as “12/19/2025” → 2025-12-19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X65_proceeds · “Lot X65 proceeds”
read as “647.52” → 647.52 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X65_basis · “Lot X65 cost basis”
read as “769.27” → 769.27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X65_wash · “Lot X65 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -121.75v2 · 2026-03-19: -121.75v3 · 2026-06-23: -121.75
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it