Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X106 · federal · F8949 line D.X106

Delmar Pharma (acquired 2024-10-09, sold 2025-10-24; proceeds 1,514.10, basis 1,776.55)

-262.45
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 22 · field X106_desc · “Lot X106 description”
read as “Delmar Pharma” → Delmar Pharma 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X106_acq · “Lot X106 date acquired”
read as “10/09/2024” → 2024-10-09 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X106_sold · “Lot X106 date sold”
read as “10/24/2025” → 2025-10-24 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X106_proceeds · “Lot X106 proceeds”
read as “1,514.10” → 1,514.10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X106_basis · “Lot X106 cost basis”
read as “1,776.55” → 1,776.55 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X106_wash · “Lot X106 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -262.45v2 · 2026-03-19: -262.45v3 · 2026-06-23: -262.45
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it