Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X15 · federal · F8949 line D.X15

Lumen Optics (acquired 2023-12-01, sold 2025-11-03; proceeds 477.70, basis 449.52)

28.18
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 23 · field X15_desc · “Lot X15 description”
read as “Lumen Optics” → Lumen Optics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X15_acq · “Lot X15 date acquired”
read as “12/01/2023” → 2023-12-01 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X15_sold · “Lot X15 date sold”
read as “11/03/2025” → 2025-11-03 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X15_proceeds · “Lot X15 proceeds”
read as “477.70” → 477.70 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X15_basis · “Lot X15 cost basis”
read as “449.52” → 449.52 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X15_wash · “Lot X15 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 28.18v2 · 2026-03-19: 28.18v3 · 2026-06-23: 28.18
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it