Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X91 · federal · F8949 line D.X91

Maple Home (acquired 2024-01-29, sold 2025-09-02; proceeds 1,233.15, basis 1,312.74)

-79.59
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 18 · field X91_desc · “Lot X91 description”
read as “Maple Home” → Maple Home 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X91_acq · “Lot X91 date acquired”
read as “01/29/2024” → 2024-01-29 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X91_sold · “Lot X91 date sold”
read as “09/02/2025” → 2025-09-02 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X91_proceeds · “Lot X91 proceeds”
read as “1,233.15” → 1,233.15 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X91_basis · “Lot X91 cost basis”
read as “1,312.74” → 1,312.74 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X91_wash · “Lot X91 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -79.59v2 · 2026-03-19: -79.59v3 · 2026-06-23: -79.59
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it