Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X69 · federal · F8949 line A.X69

Cedar Logistics (acquired 2024-10-02, sold 2025-01-17; proceeds 391.72, basis 451.76)

-60.04
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 3 · field X69_desc · “Lot X69 description”
read as “Cedar Logistics” → Cedar Logistics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X69_acq · “Lot X69 date acquired”
read as “10/02/2024” → 2024-10-02 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X69_sold · “Lot X69 date sold”
read as “01/17/2025” → 2025-01-17 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X69_proceeds · “Lot X69 proceeds”
read as “391.72” → 391.72 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X69_basis · “Lot X69 cost basis”
read as “451.76” → 451.76 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X69_wash · “Lot X69 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -60.04v2 · 2026-03-19: -60.04v3 · 2026-06-23: -60.04
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it