Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.D.X152 · federal · F8949 line D.X152

Quarry Materials (acquired 2024-06-24, sold 2025-08-11; proceeds 1,591.83, basis 1,855.58)

-263.75
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 17 · field X152_desc · “Lot X152 description”
read as “Quarry Materials” → Quarry Materials 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X152_acq · “Lot X152 date acquired”
read as “06/24/2024” → 2024-06-24 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X152_sold · “Lot X152 date sold”
read as “08/11/2025” → 2025-08-11 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X152_proceeds · “Lot X152 proceeds”
read as “1,591.83” → 1,591.83 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X152_basis · “Lot X152 cost basis”
read as “1,855.58” → 1,855.58 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X152_wash · “Lot X152 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -263.75v2 · 2026-03-19: -263.75v3 · 2026-06-23: -263.75
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it