Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X136 · federal · F8949 line D.X136

Lumen Optics (acquired 2024-03-19, sold 2025-03-20; proceeds 1,481.45, basis 1,457.43)

24.02
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 7 · field X136_desc · “Lot X136 description”
read as “Lumen Optics” → Lumen Optics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X136_acq · “Lot X136 date acquired”
read as “03/19/2024” → 2024-03-19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X136_sold · “Lot X136 date sold”
read as “03/20/2025” → 2025-03-20 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X136_proceeds · “Lot X136 proceeds”
read as “1,481.45” → 1,481.45 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X136_basis · “Lot X136 cost basis”
read as “1,457.43” → 1,457.43 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X136_wash · “Lot X136 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 24.02v2 · 2026-03-19: 24.02v3 · 2026-06-23: 24.02
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it