Miraflores · Okafor-Lindqvist 2025
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F8949.A.X177 · federal · F8949 line A.X177

Silverline Energy (acquired 2024-05-09, sold 2025-02-28; proceeds 1,659.92, basis 1,993.96, adjustment W 334.04)

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 5 · field X177_desc · “Lot X177 description”
read as “Silverline Energy” → Silverline Energy 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X177_acq · “Lot X177 date acquired”
read as “05/09/2024” → 2024-05-09 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X177_sold · “Lot X177 date sold”
read as “02/28/2025” → 2025-02-28 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X177_proceeds · “Lot X177 proceeds”
read as “1,659.92” → 1,659.92 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X177_basis · “Lot X177 cost basis”
read as “1,993.96” → 1,993.96 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X177_wash · “Lot X177 wash sale loss disallowed”
read as “334.04” → 334.04 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