Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X164 · federal · F8949 line A.X164

Ivory Semis (acquired 2025-01-13, sold 2025-09-12; proceeds 1,175.60, basis 1,284.36)

-108.76
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 19 · field X164_desc · “Lot X164 description”
read as “Ivory Semis” → Ivory Semis 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X164_acq · “Lot X164 date acquired”
read as “01/13/2025” → 2025-01-13 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X164_sold · “Lot X164 date sold”
read as “09/12/2025” → 2025-09-12 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X164_proceeds · “Lot X164 proceeds”
read as “1,175.60” → 1,175.60 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X164_basis · “Lot X164 cost basis”
read as “1,284.36” → 1,284.36 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X164_wash · “Lot X164 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -108.76v2 · 2026-03-19: -108.76v3 · 2026-06-23: -108.76
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it