Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
Nothing needs you.
F8949.D.X7 · federal · F8949 line D.X7

Northwind Air (acquired 2023-06-14, sold 2025-02-27; proceeds 575.16, basis 609.16)

-34
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 5 · field X7_desc · “Lot X7 description”
read as “Northwind Air” → Northwind Air 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X7_acq · “Lot X7 date acquired”
read as “06/14/2023” → 2023-06-14 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X7_sold · “Lot X7 date sold”
read as “02/27/2025” → 2025-02-27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X7_proceeds · “Lot X7 proceeds”
read as “575.16” → 575.16 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X7_basis · “Lot X7 cost basis”
read as “609.16” → 609.16 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X7_wash · “Lot X7 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -34v2 · 2026-03-19: -34v3 · 2026-06-23: -34
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it