Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.A.X38 · federal · F8949 line A.X38

Keystone Rail (acquired 2024-09-03, sold 2025-04-03; proceeds 1,332.81, basis 1,266.78)

66.03
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 8 · field X38_desc · “Lot X38 description”
read as “Keystone Rail” → Keystone Rail 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X38_acq · “Lot X38 date acquired”
read as “09/03/2024” → 2024-09-03 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X38_sold · “Lot X38 date sold”
read as “04/03/2025” → 2025-04-03 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X38_proceeds · “Lot X38 proceeds”
read as “1,332.81” → 1,332.81 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X38_basis · “Lot X38 cost basis”
read as “1,266.78” → 1,266.78 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X38_wash · “Lot X38 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 66.03v2 · 2026-03-19: 66.03v3 · 2026-06-23: 66.03
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it