Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X68 · federal · F8949 line A.X68

Delmar Pharma (acquired 2024-06-25, sold 2025-05-07; proceeds 507.31, basis 568.53)

-61.22
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 10 · field X68_desc · “Lot X68 description”
read as “Delmar Pharma” → Delmar Pharma 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X68_acq · “Lot X68 date acquired”
read as “06/25/2024” → 2024-06-25 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X68_sold · “Lot X68 date sold”
read as “05/07/2025” → 2025-05-07 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X68_proceeds · “Lot X68 proceeds”
read as “507.31” → 507.31 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X68_basis · “Lot X68 cost basis”
read as “568.53” → 568.53 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X68_wash · “Lot X68 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -61.22v2 · 2026-03-19: -61.22v3 · 2026-06-23: -61.22
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it