Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X101 · federal · F8949 line A.X101

Acadia Robotics (acquired 2025-03-04, sold 2025-08-25; proceeds 834.84, basis 897.72)

-62.88
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 X101_desc · “Lot X101 description”
read as “Acadia Robotics” → Acadia Robotics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X101_acq · “Lot X101 date acquired”
read as “03/04/2025” → 2025-03-04 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X101_sold · “Lot X101 date sold”
read as “08/25/2025” → 2025-08-25 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X101_proceeds · “Lot X101 proceeds”
read as “834.84” → 834.84 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X101_basis · “Lot X101 cost basis”
read as “897.72” → 897.72 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X101_wash · “Lot X101 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -62.88v2 · 2026-03-19: -62.88v3 · 2026-06-23: -62.88
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it