Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X175 · federal · F8949 line D.X175

Delmar Pharma (acquired 2023-03-10, sold 2025-07-22; proceeds 1,769.43, basis 1,589.39)

180.04
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 16 · field X175_desc · “Lot X175 description”
read as “Delmar Pharma” → Delmar Pharma 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X175_acq · “Lot X175 date acquired”
read as “03/10/2023” → 2023-03-10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X175_sold · “Lot X175 date sold”
read as “07/22/2025” → 2025-07-22 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X175_proceeds · “Lot X175 proceeds”
read as “1,769.43” → 1,769.43 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X175_basis · “Lot X175 cost basis”
read as “1,589.39” → 1,589.39 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X175_wash · “Lot X175 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 180.04v2 · 2026-03-19: 180.04v3 · 2026-06-23: 180.04
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it