Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X156 · federal · F8949 line A.X156

Silverline Energy (acquired 2024-09-25, sold 2025-07-08; proceeds 991.25, basis 1,081.76)

-90.51
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 15 · field X156_desc · “Lot X156 description”
read as “Silverline Energy” → Silverline Energy 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X156_acq · “Lot X156 date acquired”
read as “09/25/2024” → 2024-09-25 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X156_sold · “Lot X156 date sold”
read as “07/08/2025” → 2025-07-08 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X156_proceeds · “Lot X156 proceeds”
read as “991.25” → 991.25 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X156_basis · “Lot X156 cost basis”
read as “1,081.76” → 1,081.76 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X156_wash · “Lot X156 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -90.51v2 · 2026-03-19: -90.51v3 · 2026-06-23: -90.51
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it