Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X137 · federal · F8949 line D.X137

Quarry Materials (acquired 2024-02-09, sold 2025-05-07; proceeds 514.13, basis 592.23)

-78.10
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 10 · field X137_desc · “Lot X137 description”
read as “Quarry Materials” → Quarry Materials 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X137_acq · “Lot X137 date acquired”
read as “02/09/2024” → 2024-02-09 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X137_sold · “Lot X137 date sold”
read as “05/07/2025” → 2025-05-07 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X137_proceeds · “Lot X137 proceeds”
read as “514.13” → 514.13 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X137_basis · “Lot X137 cost basis”
read as “592.23” → 592.23 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X137_wash · “Lot X137 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -78.10v2 · 2026-03-19: -78.10v3 · 2026-06-23: -78.10
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it