Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X155 · federal · F8949 line D.X155

Cedar Logistics (acquired 2024-03-21, sold 2025-12-23; proceeds 2,180.92, basis 2,306.34)

-125.42
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 27 · field X155_desc · “Lot X155 description”
read as “Cedar Logistics” → Cedar Logistics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X155_acq · “Lot X155 date acquired”
read as “03/21/2024” → 2024-03-21 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X155_sold · “Lot X155 date sold”
read as “12/23/2025” → 2025-12-23 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X155_proceeds · “Lot X155 proceeds”
read as “2,180.92” → 2,180.92 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X155_basis · “Lot X155 cost basis”
read as “2,306.34” → 2,306.34 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X155_wash · “Lot X155 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -125.42v2 · 2026-03-19: -125.42v3 · 2026-06-23: -125.42
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it