Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X83 · federal · F8949 line D.X83

Eastline Utilities (acquired 2023-08-18, sold 2025-10-29; proceeds 678.00, basis 825.33)

-147.33
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 22 · field X83_desc · “Lot X83 description”
read as “Eastline Utilities” → Eastline Utilities 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X83_acq · “Lot X83 date acquired”
read as “08/18/2023” → 2023-08-18 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X83_sold · “Lot X83 date sold”
read as “10/29/2025” → 2025-10-29 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X83_proceeds · “Lot X83 proceeds”
read as “678.00” → 678 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X83_basis · “Lot X83 cost basis”
read as “825.33” → 825.33 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X83_wash · “Lot X83 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -147.33v2 · 2026-03-19: -147.33v3 · 2026-06-23: -147.33
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it