Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X122 · federal · F8949 line D.X122

Pioneer Chem (acquired 2024-07-03, sold 2025-09-02; proceeds 1,337.53, basis 1,182.14)

155.39
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 18 · field X122_desc · “Lot X122 description”
read as “Pioneer Chem” → Pioneer Chem 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X122_acq · “Lot X122 date acquired”
read as “07/03/2024” → 2024-07-03 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X122_sold · “Lot X122 date sold”
read as “09/02/2025” → 2025-09-02 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X122_proceeds · “Lot X122 proceeds”
read as “1,337.53” → 1,337.53 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X122_basis · “Lot X122 cost basis”
read as “1,182.14” → 1,182.14 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 18 · field X122_wash · “Lot X122 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 155.39v2 · 2026-03-19: 155.39v3 · 2026-06-23: 155.39
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it