Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X218 · federal · F8949 line A.X218

Pioneer Chem (acquired 2025-04-15, sold 2025-05-22; proceeds 1,041.29, basis 1,108.80)

-67.51
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 12 · field X218_desc · “Lot X218 description”
read as “Pioneer Chem” → Pioneer Chem 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X218_acq · “Lot X218 date acquired”
read as “04/15/2025” → 2025-04-15 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X218_sold · “Lot X218 date sold”
read as “05/22/2025” → 2025-05-22 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X218_proceeds · “Lot X218 proceeds”
read as “1,041.29” → 1,041.29 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X218_basis · “Lot X218 cost basis”
read as “1,108.80” → 1,108.80 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X218_wash · “Lot X218 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -67.51v2 · 2026-03-19: -67.51v3 · 2026-06-23: -67.51
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it