Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X146 · federal · F8949 line A.X146

Cedar Logistics (acquired 2024-08-27, sold 2025-08-26; proceeds 1,167.53, basis 1,409.68, adjustment W 242.15)

-0
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 18 · field X146_desc · “Lot X146 description”
read as “Cedar Logistics” → Cedar Logistics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X146_acq · “Lot X146 date acquired”
read as “08/27/2024” → 2024-08-27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X146_sold · “Lot X146 date sold”
read as “08/26/2025” → 2025-08-26 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X146_proceeds · “Lot X146 proceeds”
read as “1,167.53” → 1,167.53 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X146_basis · “Lot X146 cost basis”
read as “1,409.68” → 1,409.68 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X146_wash · “Lot X146 wash sale loss disallowed”
read as “242.15” → 242.15 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -0v2 · 2026-03-19: -0v3 · 2026-06-23: -0
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it