Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X144 · federal · F8949 line A.X144

Silverline Energy (acquired 2024-05-08, sold 2025-01-15; proceeds 1,929.45, basis 1,731.88)

197.57
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 2 · field X144_desc · “Lot X144 description”
read as “Silverline Energy” → Silverline Energy 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X144_acq · “Lot X144 date acquired”
read as “05/08/2024” → 2024-05-08 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X144_sold · “Lot X144 date sold”
read as “01/15/2025” → 2025-01-15 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X144_proceeds · “Lot X144 proceeds”
read as “1,929.45” → 1,929.45 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X144_basis · “Lot X144 cost basis”
read as “1,731.88” → 1,731.88 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X144_wash · “Lot X144 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 197.57v2 · 2026-03-19: 197.57v3 · 2026-06-23: 197.57
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it