Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.D.X132 · federal · F8949 line D.X132

Ivory Semis (acquired 2024-09-18, sold 2025-12-02; proceeds 862.47, basis 764.42)

98.05
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 25 · field X132_desc · “Lot X132 description”
read as “Ivory Semis” → Ivory Semis 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X132_acq · “Lot X132 date acquired”
read as “09/18/2024” → 2024-09-18 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X132_sold · “Lot X132 date sold”
read as “12/02/2025” → 2025-12-02 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X132_proceeds · “Lot X132 proceeds”
read as “862.47” → 862.47 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X132_basis · “Lot X132 cost basis”
read as “764.42” → 764.42 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X132_wash · “Lot X132 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 98.05v2 · 2026-03-19: 98.05v3 · 2026-06-23: 98.05
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it