Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
Nothing needs you.
F8949.D.X79 · federal · F8949 line D.X79

Northwind Air (acquired 2024-02-12, sold 2025-05-21; proceeds 2,367.43, basis 2,148.72)

218.71
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 11 · field X79_desc · “Lot X79 description”
read as “Northwind Air” → Northwind Air 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X79_acq · “Lot X79 date acquired”
read as “02/12/2024” → 2024-02-12 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X79_sold · “Lot X79 date sold”
read as “05/21/2025” → 2025-05-21 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X79_proceeds · “Lot X79 proceeds”
read as “2,367.43” → 2,367.43 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X79_basis · “Lot X79 cost basis”
read as “2,148.72” → 2,148.72 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X79_wash · “Lot X79 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 218.71v2 · 2026-03-19: 218.71v3 · 2026-06-23: 218.71
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it