Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X2 · federal · F8949 line A.X2

Ivory Semis (acquired 2024-10-14, sold 2025-02-25; proceeds 507.14, basis 481.59)

25.55
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 X2_desc · “Lot X2 description”
read as “Ivory Semis” → Ivory Semis 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X2_acq · “Lot X2 date acquired”
read as “10/14/2024” → 2024-10-14 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X2_sold · “Lot X2 date sold”
read as “02/25/2025” → 2025-02-25 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X2_proceeds · “Lot X2 proceeds”
read as “507.14” → 507.14 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X2_basis · “Lot X2 cost basis”
read as “481.59” → 481.59 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X2_wash · “Lot X2 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 25.55v2 · 2026-03-19: 25.55v3 · 2026-06-23: 25.55
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it