Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X92 · federal · F8949 line A.X92

Cedar Logistics (acquired 2025-08-27, sold 2025-09-23; proceeds 209.30, basis 209.43)

-0.13
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 20 · field X92_desc · “Lot X92 description”
read as “Cedar Logistics” → Cedar Logistics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X92_acq · “Lot X92 date acquired”
read as “08/27/2025” → 2025-08-27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X92_sold · “Lot X92 date sold”
read as “09/23/2025” → 2025-09-23 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X92_proceeds · “Lot X92 proceeds”
read as “209.30” → 209.30 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X92_basis · “Lot X92 cost basis”
read as “209.43” → 209.43 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X92_wash · “Lot X92 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -0.13v2 · 2026-03-19: -0.13v3 · 2026-06-23: -0.13
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it