Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X182 · federal · F8949 line D.X182

Pioneer Chem (acquired 2023-07-20, sold 2025-12-01; proceeds 1,832.40, basis 1,593.36)

239.04
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 25 · field X182_desc · “Lot X182 description”
read as “Pioneer Chem” → Pioneer Chem 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X182_acq · “Lot X182 date acquired”
read as “07/20/2023” → 2023-07-20 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X182_sold · “Lot X182 date sold”
read as “12/01/2025” → 2025-12-01 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X182_proceeds · “Lot X182 proceeds”
read as “1,832.40” → 1,832.40 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X182_basis · “Lot X182 cost basis”
read as “1,593.36” → 1,593.36 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X182_wash · “Lot X182 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 239.04v2 · 2026-03-19: 239.04v3 · 2026-06-23: 239.04
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it