Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X222 · federal · F8949 line A.X222

Ivory Semis (acquired 2024-07-03, sold 2025-05-14; proceeds 2,158.48, basis 2,008.01)

150.47
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 11 · field X222_desc · “Lot X222 description”
read as “Ivory Semis” → Ivory Semis 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X222_acq · “Lot X222 date acquired”
read as “07/03/2024” → 2024-07-03 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X222_sold · “Lot X222 date sold”
read as “05/14/2025” → 2025-05-14 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X222_proceeds · “Lot X222 proceeds”
read as “2,158.48” → 2,158.48 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X222_basis · “Lot X222 cost basis”
read as “2,008.01” → 2,008.01 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X222_wash · “Lot X222 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 150.47v2 · 2026-03-19: 150.47v3 · 2026-06-23: 150.47
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it