Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X239 · federal · F8949 line A.X239

Ivory Semis (acquired 2024-08-30, sold 2025-05-23; proceeds 1,619.20, basis 1,965.23)

-346.03
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 X239_desc · “Lot X239 description”
read as “Ivory Semis” → Ivory Semis 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X239_acq · “Lot X239 date acquired”
read as “08/30/2024” → 2024-08-30 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X239_sold · “Lot X239 date sold”
read as “05/23/2025” → 2025-05-23 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X239_proceeds · “Lot X239 proceeds”
read as “1,619.20” → 1,619.20 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X239_basis · “Lot X239 cost basis”
read as “1,965.23” → 1,965.23 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X239_wash · “Lot X239 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -346.03v2 · 2026-03-19: -346.03v3 · 2026-06-23: -346.03
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it