Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X120 · federal · F8949 line D.X120

Pioneer Chem (acquired 2024-01-09, sold 2025-07-30; proceeds 543.96, basis 572.67)

-28.71
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 16 · field X120_desc · “Lot X120 description”
read as “Pioneer Chem” → Pioneer Chem 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X120_acq · “Lot X120 date acquired”
read as “01/09/2024” → 2024-01-09 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X120_sold · “Lot X120 date sold”
read as “07/30/2025” → 2025-07-30 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X120_proceeds · “Lot X120 proceeds”
read as “543.96” → 543.96 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X120_basis · “Lot X120 cost basis”
read as “572.67” → 572.67 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X120_wash · “Lot X120 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -28.71v2 · 2026-03-19: -28.71v3 · 2026-06-23: -28.71
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it