Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.D.X135 · federal · F8949 line D.X135

Delmar Pharma (acquired 2024-02-01, sold 2025-02-03; proceeds 1,341.11, basis 1,482.52, adjustment W 141.41)

-0
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 3 · field X135_desc · “Lot X135 description”
read as “Delmar Pharma” → Delmar Pharma 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X135_acq · “Lot X135 date acquired”
read as “02/01/2024” → 2024-02-01 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X135_sold · “Lot X135 date sold”
read as “02/03/2025” → 2025-02-03 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X135_proceeds · “Lot X135 proceeds”
read as “1,341.11” → 1,341.11 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X135_basis · “Lot X135 cost basis”
read as “1,482.52” → 1,482.52 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X135_wash · “Lot X135 wash sale loss disallowed”
read as “141.41” → 141.41 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -0v2 · 2026-03-19: -0v3 · 2026-06-23: -0
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it