Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.A.X128 · federal · F8949 line A.X128

Silverline Energy (acquired 2025-04-23, sold 2025-10-21; proceeds 1,921.75, basis 1,835.14)

86.61
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 22 · field X128_desc · “Lot X128 description”
read as “Silverline Energy” → Silverline Energy 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X128_acq · “Lot X128 date acquired”
read as “04/23/2025” → 2025-04-23 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X128_sold · “Lot X128 date sold”
read as “10/21/2025” → 2025-10-21 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X128_proceeds · “Lot X128 proceeds”
read as “1,921.75” → 1,921.75 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X128_basis · “Lot X128 cost basis”
read as “1,835.14” → 1,835.14 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X128_wash · “Lot X128 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 86.61v2 · 2026-03-19: 86.61v3 · 2026-06-23: 86.61
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it