Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X14 · federal · F8949 line D.X14

Cedar Logistics (acquired 2023-01-03, sold 2025-05-29; proceeds 1,320.91, basis 1,170.25)

150.66
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 12 · field X14_desc · “Lot X14 description”
read as “Cedar Logistics” → Cedar Logistics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X14_acq · “Lot X14 date acquired”
read as “01/03/2023” → 2023-01-03 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X14_sold · “Lot X14 date sold”
read as “05/29/2025” → 2025-05-29 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X14_proceeds · “Lot X14 proceeds”
read as “1,320.91” → 1,320.91 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X14_basis · “Lot X14 cost basis”
read as “1,170.25” → 1,170.25 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X14_wash · “Lot X14 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 150.66v2 · 2026-03-19: 150.66v3 · 2026-06-23: 150.66
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it