Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X148 · federal · F8949 line D.X148

Granite Payments (acquired 2023-12-13, sold 2025-07-14; proceeds 980.49, basis 893.76)

86.73
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 15 · field X148_desc · “Lot X148 description”
read as “Granite Payments” → Granite Payments 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X148_acq · “Lot X148 date acquired”
read as “12/13/2023” → 2023-12-13 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X148_sold · “Lot X148 date sold”
read as “07/14/2025” → 2025-07-14 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X148_proceeds · “Lot X148 proceeds”
read as “980.49” → 980.49 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X148_basis · “Lot X148 cost basis”
read as “893.76” → 893.76 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X148_wash · “Lot X148 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 86.73v2 · 2026-03-19: 86.73v3 · 2026-06-23: 86.73
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it