Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X17 · federal · F8949 line D.X17

Delmar Pharma (acquired 2024-02-22, sold 2025-08-25; proceeds 1,680.45, basis 1,816.05)

-135.60
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 X17_desc · “Lot X17 description”
read as “Delmar Pharma” → Delmar Pharma 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X17_acq · “Lot X17 date acquired”
read as “02/22/2024” → 2024-02-22 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X17_sold · “Lot X17 date sold”
read as “08/25/2025” → 2025-08-25 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X17_proceeds · “Lot X17 proceeds”
read as “1,680.45” → 1,680.45 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X17_basis · “Lot X17 cost basis”
read as “1,816.05” → 1,816.05 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X17_wash · “Lot X17 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -135.60v2 · 2026-03-19: -135.60v3 · 2026-06-23: -135.60
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it