Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X150 · federal · F8949 line A.X150

Keystone Rail (acquired 2024-05-20, sold 2025-02-12; proceeds 1,954.08, basis 1,903.51)

50.57
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 4 · field X150_desc · “Lot X150 description”
read as “Keystone Rail” → Keystone Rail 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X150_acq · “Lot X150 date acquired”
read as “05/20/2024” → 2024-05-20 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X150_sold · “Lot X150 date sold”
read as “02/12/2025” → 2025-02-12 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X150_proceeds · “Lot X150 proceeds”
read as “1,954.08” → 1,954.08 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X150_basis · “Lot X150 cost basis”
read as “1,903.51” → 1,903.51 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X150_wash · “Lot X150 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 50.57v2 · 2026-03-19: 50.57v3 · 2026-06-23: 50.57
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it