Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X123 · federal · F8949 line D.X123

Acadia Robotics (acquired 2024-02-05, sold 2025-06-06; proceeds 592.69, basis 575.69)

17
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 13 · field X123_desc · “Lot X123 description”
read as “Acadia Robotics” → Acadia Robotics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X123_acq · “Lot X123 date acquired”
read as “02/05/2024” → 2024-02-05 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X123_sold · “Lot X123 date sold”
read as “06/06/2025” → 2025-06-06 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X123_proceeds · “Lot X123 proceeds”
read as “592.69” → 592.69 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X123_basis · “Lot X123 cost basis”
read as “575.69” → 575.69 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X123_wash · “Lot X123 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 17v2 · 2026-03-19: 17v3 · 2026-06-23: 17
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it