Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X238 · federal · F8949 line A.X238

Delmar Pharma (acquired 2024-09-24, sold 2025-01-21; proceeds 1,335.98, basis 1,432.50)

-96.52
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 3 · field X238_desc · “Lot X238 description”
read as “Delmar Pharma” → Delmar Pharma 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X238_acq · “Lot X238 date acquired”
read as “09/24/2024” → 2024-09-24 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X238_sold · “Lot X238 date sold”
read as “01/21/2025” → 2025-01-21 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X238_proceeds · “Lot X238 proceeds”
read as “1,335.98” → 1,335.98 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X238_basis · “Lot X238 cost basis”
read as “1,432.50” → 1,432.50 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X238_wash · “Lot X238 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -96.52v2 · 2026-03-19: -96.52v3 · 2026-06-23: -96.52
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it