Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X9 · federal · F8949 line D.X9

Eastline Utilities (acquired 2023-08-28, sold 2025-11-24; proceeds 2,229.99, basis 2,303.62)

-73.63
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 X9_desc · “Lot X9 description”
read as “Eastline Utilities” → Eastline Utilities 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X9_acq · “Lot X9 date acquired”
read as “08/28/2023” → 2023-08-28 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X9_sold · “Lot X9 date sold”
read as “11/24/2025” → 2025-11-24 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X9_proceeds · “Lot X9 proceeds”
read as “2,229.99” → 2,229.99 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X9_basis · “Lot X9 cost basis”
read as “2,303.62” → 2,303.62 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X9_wash · “Lot X9 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -73.63v2 · 2026-03-19: -73.63v3 · 2026-06-23: -73.63
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it