Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.D.X12 · federal · F8949 line D.X12

Delmar Pharma (acquired 2023-03-03, sold 2025-08-19; proceeds 1,059.01, basis 936.70)

122.31
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 17 · field X12_desc · “Lot X12 description”
read as “Delmar Pharma” → Delmar Pharma 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X12_acq · “Lot X12 date acquired”
read as “03/03/2023” → 2023-03-03 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X12_sold · “Lot X12 date sold”
read as “08/19/2025” → 2025-08-19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X12_proceeds · “Lot X12 proceeds”
read as “1,059.01” → 1,059.01 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X12_basis · “Lot X12 cost basis”
read as “936.70” → 936.70 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X12_wash · “Lot X12 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 122.31v2 · 2026-03-19: 122.31v3 · 2026-06-23: 122.31
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it