Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X131 · federal · F8949 line D.X131

Pioneer Chem (acquired 2024-02-23, sold 2025-06-18; proceeds 1,733.19, basis 2,004.12)

-270.93
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 14 · field X131_desc · “Lot X131 description”
read as “Pioneer Chem” → Pioneer Chem 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X131_acq · “Lot X131 date acquired”
read as “02/23/2024” → 2024-02-23 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X131_sold · “Lot X131 date sold”
read as “06/18/2025” → 2025-06-18 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X131_proceeds · “Lot X131 proceeds”
read as “1,733.19” → 1,733.19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X131_basis · “Lot X131 cost basis”
read as “2,004.12” → 2,004.12 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X131_wash · “Lot X131 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -270.93v2 · 2026-03-19: -270.93v3 · 2026-06-23: -270.93
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it