Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X172 · federal · F8949 line D.X172

Pioneer Chem (acquired 2023-08-22, sold 2025-01-30; proceeds 368.20, basis 321.67)

46.53
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 3 · field X172_desc · “Lot X172 description”
read as “Pioneer Chem” → Pioneer Chem 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X172_acq · “Lot X172 date acquired”
read as “08/22/2023” → 2023-08-22 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X172_sold · “Lot X172 date sold”
read as “01/30/2025” → 2025-01-30 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X172_proceeds · “Lot X172 proceeds”
read as “368.20” → 368.20 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X172_basis · “Lot X172 cost basis”
read as “321.67” → 321.67 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X172_wash · “Lot X172 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 46.53v2 · 2026-03-19: 46.53v3 · 2026-06-23: 46.53
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it