Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X130 · federal · F8949 line D.X130

Pioneer Chem (acquired 2023-01-06, sold 2025-07-16; proceeds 848.16, basis 844.10)

4.06
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 15 · field X130_desc · “Lot X130 description”
read as “Pioneer Chem” → Pioneer Chem 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X130_acq · “Lot X130 date acquired”
read as “01/06/2023” → 2023-01-06 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X130_sold · “Lot X130 date sold”
read as “07/16/2025” → 2025-07-16 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X130_proceeds · “Lot X130 proceeds”
read as “848.16” → 848.16 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X130_basis · “Lot X130 cost basis”
read as “844.10” → 844.10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X130_wash · “Lot X130 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 4.06v2 · 2026-03-19: 4.06v3 · 2026-06-23: 4.06
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it