Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.D.X138 · federal · F8949 line D.X138

Pioneer Chem (acquired 2024-01-31, sold 2025-09-16; proceeds 650.02, basis 641.93)

8.09
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 19 · field X138_desc · “Lot X138 description”
read as “Pioneer Chem” → Pioneer Chem 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X138_acq · “Lot X138 date acquired”
read as “01/31/2024” → 2024-01-31 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X138_sold · “Lot X138 date sold”
read as “09/16/2025” → 2025-09-16 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X138_proceeds · “Lot X138 proceeds”
read as “650.02” → 650.02 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X138_basis · “Lot X138 cost basis”
read as “641.93” → 641.93 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X138_wash · “Lot X138 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 8.09v2 · 2026-03-19: 8.09v3 · 2026-06-23: 8.09
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it