Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X142 · federal · F8949 line D.X142

Ivory Semis (acquired 2023-05-10, sold 2025-12-17; proceeds 1,879.82, basis 1,741.19)

138.63
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 26 · field X142_desc · “Lot X142 description”
read as “Ivory Semis” → Ivory Semis 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X142_acq · “Lot X142 date acquired”
read as “05/10/2023” → 2023-05-10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X142_sold · “Lot X142 date sold”
read as “12/17/2025” → 2025-12-17 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X142_proceeds · “Lot X142 proceeds”
read as “1,879.82” → 1,879.82 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X142_basis · “Lot X142 cost basis”
read as “1,741.19” → 1,741.19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X142_wash · “Lot X142 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 138.63v2 · 2026-03-19: 138.63v3 · 2026-06-23: 138.63
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it