Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X124 · federal · F8949 line D.X124

Silverline Energy (acquired 2023-10-03, sold 2025-08-01; proceeds 1,413.66, basis 1,454.85)

-41.19
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 X124_desc · “Lot X124 description”
read as “Silverline Energy” → Silverline Energy 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X124_acq · “Lot X124 date acquired”
read as “10/03/2023” → 2023-10-03 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X124_sold · “Lot X124 date sold”
read as “08/01/2025” → 2025-08-01 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X124_proceeds · “Lot X124 proceeds”
read as “1,413.66” → 1,413.66 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X124_basis · “Lot X124 cost basis”
read as “1,454.85” → 1,454.85 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X124_wash · “Lot X124 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -41.19v2 · 2026-03-19: -41.19v3 · 2026-06-23: -41.19
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it