Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X85 · federal · F8949 line A.X85

Acadia Robotics (acquired 2025-07-01, sold 2025-08-29; proceeds 2,066.83, basis 2,293.45)

-226.62
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 18 · field X85_desc · “Lot X85 description”
read as “Acadia Robotics” → Acadia Robotics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X85_acq · “Lot X85 date acquired”
read as “07/01/2025” → 2025-07-01 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X85_sold · “Lot X85 date sold”
read as “08/29/2025” → 2025-08-29 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X85_proceeds · “Lot X85 proceeds”
read as “2,066.83” → 2,066.83 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X85_basis · “Lot X85 cost basis”
read as “2,293.45” → 2,293.45 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X85_wash · “Lot X85 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -226.62v2 · 2026-03-19: -226.62v3 · 2026-06-23: -226.62
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it