Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X125 · federal · F8949 line A.X125

Pioneer Chem (acquired 2024-02-20, sold 2025-01-27; proceeds 1,349.56, basis 1,448.39)

-98.83
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 3 · field X125_desc · “Lot X125 description”
read as “Pioneer Chem” → Pioneer Chem 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X125_acq · “Lot X125 date acquired”
read as “02/20/2024” → 2024-02-20 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X125_sold · “Lot X125 date sold”
read as “01/27/2025” → 2025-01-27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X125_proceeds · “Lot X125 proceeds”
read as “1,349.56” → 1,349.56 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X125_basis · “Lot X125 cost basis”
read as “1,448.39” → 1,448.39 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X125_wash · “Lot X125 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -98.83v2 · 2026-03-19: -98.83v3 · 2026-06-23: -98.83
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it