Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X133 · federal · F8949 line D.X133

Delmar Pharma (acquired 2023-07-13, sold 2025-02-11; proceeds 1,154.90, basis 1,362.58)

-207.68
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 4 · field X133_desc · “Lot X133 description”
read as “Delmar Pharma” → Delmar Pharma 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X133_acq · “Lot X133 date acquired”
read as “07/13/2023” → 2023-07-13 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X133_sold · “Lot X133 date sold”
read as “02/11/2025” → 2025-02-11 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X133_proceeds · “Lot X133 proceeds”
read as “1,154.90” → 1,154.90 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X133_basis · “Lot X133 cost basis”
read as “1,362.58” → 1,362.58 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X133_wash · “Lot X133 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -207.68v2 · 2026-03-19: -207.68v3 · 2026-06-23: -207.68
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it