Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X89 · federal · F8949 line A.X89

Cedar Logistics (acquired 2024-10-11, sold 2025-05-16; proceeds 519.18, basis 505.77)

13.41
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 11 · field X89_desc · “Lot X89 description”
read as “Cedar Logistics” → Cedar Logistics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X89_acq · “Lot X89 date acquired”
read as “10/11/2024” → 2024-10-11 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X89_sold · “Lot X89 date sold”
read as “05/16/2025” → 2025-05-16 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X89_proceeds · “Lot X89 proceeds”
read as “519.18” → 519.18 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X89_basis · “Lot X89 cost basis”
read as “505.77” → 505.77 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X89_wash · “Lot X89 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 13.41v2 · 2026-03-19: 13.41v3 · 2026-06-23: 13.41
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it