Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X64 · federal · F8949 line A.X64

Delmar Pharma (acquired 2024-06-13, sold 2025-03-06; proceeds 645.48, basis 683.57)

-38.09
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 6 · field X64_desc · “Lot X64 description”
read as “Delmar Pharma” → Delmar Pharma 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X64_acq · “Lot X64 date acquired”
read as “06/13/2024” → 2024-06-13 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X64_sold · “Lot X64 date sold”
read as “03/06/2025” → 2025-03-06 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X64_proceeds · “Lot X64 proceeds”
read as “645.48” → 645.48 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X64_basis · “Lot X64 cost basis”
read as “683.57” → 683.57 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X64_wash · “Lot X64 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -38.09v2 · 2026-03-19: -38.09v3 · 2026-06-23: -38.09
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it