Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X45 · federal · F8949 line A.X45

Delmar Pharma (acquired 2025-02-11, sold 2025-05-12; proceeds 2,076.11, basis 2,154.95)

-78.84
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 X45_desc · “Lot X45 description”
read as “Delmar Pharma” → Delmar Pharma 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X45_acq · “Lot X45 date acquired”
read as “02/11/2025” → 2025-02-11 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X45_sold · “Lot X45 date sold”
read as “05/12/2025” → 2025-05-12 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X45_proceeds · “Lot X45 proceeds”
read as “2,076.11” → 2,076.11 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X45_basis · “Lot X45 cost basis”
read as “2,154.95” → 2,154.95 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X45_wash · “Lot X45 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -78.84v2 · 2026-03-19: -78.84v3 · 2026-06-23: -78.84
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it