Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X206 · federal · F8949 line A.X206

Pioneer Chem (acquired 2025-08-05, sold 2025-10-13; proceeds 1,394.82, basis 1,349.64)

45.18
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 21 · field X206_desc · “Lot X206 description”
read as “Pioneer Chem” → Pioneer Chem 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X206_acq · “Lot X206 date acquired”
read as “08/05/2025” → 2025-08-05 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X206_sold · “Lot X206 date sold”
read as “10/13/2025” → 2025-10-13 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X206_proceeds · “Lot X206 proceeds”
read as “1,394.82” → 1,394.82 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X206_basis · “Lot X206 cost basis”
read as “1,349.64” → 1,349.64 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X206_wash · “Lot X206 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 45.18v2 · 2026-03-19: 45.18v3 · 2026-06-23: 45.18
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it