Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X78 · federal · F8949 line A.X78

Ivory Semis (acquired 2024-09-27, sold 2025-01-10; proceeds 1,563.73, basis 1,486.40)

77.33
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 2 · field X78_desc · “Lot X78 description”
read as “Ivory Semis” → Ivory Semis 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X78_acq · “Lot X78 date acquired”
read as “09/27/2024” → 2024-09-27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X78_sold · “Lot X78 date sold”
read as “01/10/2025” → 2025-01-10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X78_proceeds · “Lot X78 proceeds”
read as “1,563.73” → 1,563.73 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X78_basis · “Lot X78 cost basis”
read as “1,486.40” → 1,486.40 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X78_wash · “Lot X78 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 77.33v2 · 2026-03-19: 77.33v3 · 2026-06-23: 77.33
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it