Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.A.X145 · federal · F8949 line A.X145

Silverline Energy (acquired 2024-08-08, sold 2025-06-16; proceeds 873.27, basis 987.49)

-114.22
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 13 · field X145_desc · “Lot X145 description”
read as “Silverline Energy” → Silverline Energy 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X145_acq · “Lot X145 date acquired”
read as “08/08/2024” → 2024-08-08 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X145_sold · “Lot X145 date sold”
read as “06/16/2025” → 2025-06-16 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X145_proceeds · “Lot X145 proceeds”
read as “873.27” → 873.27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X145_basis · “Lot X145 cost basis”
read as “987.49” → 987.49 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X145_wash · “Lot X145 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -114.22v2 · 2026-03-19: -114.22v3 · 2026-06-23: -114.22
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it