Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X11 · federal · F8949 line A.X11

Delmar Pharma (acquired 2025-02-27, sold 2025-04-15; proceeds 1,232.43, basis 1,199.55)

32.88
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 8 · field X11_desc · “Lot X11 description”
read as “Delmar Pharma” → Delmar Pharma 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X11_acq · “Lot X11 date acquired”
read as “02/27/2025” → 2025-02-27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X11_sold · “Lot X11 date sold”
read as “04/15/2025” → 2025-04-15 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X11_proceeds · “Lot X11 proceeds”
read as “1,232.43” → 1,232.43 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X11_basis · “Lot X11 cost basis”
read as “1,199.55” → 1,199.55 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X11_wash · “Lot X11 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 32.88v2 · 2026-03-19: 32.88v3 · 2026-06-23: 32.88
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it