Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.D.X73 · federal · F8949 line D.X73

Tidewater Health (acquired 2023-08-03, sold 2025-11-25; proceeds 1,693.23, basis 1,603.59)

89.64
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 25 · field X73_desc · “Lot X73 description”
read as “Tidewater Health” → Tidewater Health 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X73_acq · “Lot X73 date acquired”
read as “08/03/2023” → 2023-08-03 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X73_sold · “Lot X73 date sold”
read as “11/25/2025” → 2025-11-25 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X73_proceeds · “Lot X73 proceeds”
read as “1,693.23” → 1,693.23 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X73_basis · “Lot X73 cost basis”
read as “1,603.59” → 1,603.59 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X73_wash · “Lot X73 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 89.64v2 · 2026-03-19: 89.64v3 · 2026-06-23: 89.64
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it