Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.D.X109 · federal · F8949 line D.X109

Delmar Pharma (acquired 2023-10-30, sold 2025-10-22; proceeds 860.99, basis 839.76)

21.23
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 X109_desc · “Lot X109 description”
read as “Delmar Pharma” → Delmar Pharma 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X109_acq · “Lot X109 date acquired”
read as “10/30/2023” → 2023-10-30 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X109_sold · “Lot X109 date sold”
read as “10/22/2025” → 2025-10-22 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X109_proceeds · “Lot X109 proceeds”
read as “860.99” → 860.99 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X109_basis · “Lot X109 cost basis”
read as “839.76” → 839.76 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X109_wash · “Lot X109 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 21.23v2 · 2026-03-19: 21.23v3 · 2026-06-23: 21.23
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it