Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X198 · federal · F8949 line D.X198

Pioneer Chem (acquired 2023-11-20, sold 2025-06-05; proceeds 1,233.59, basis 1,163.86)

69.73
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 13 · field X198_desc · “Lot X198 description”
read as “Pioneer Chem” → Pioneer Chem 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X198_acq · “Lot X198 date acquired”
read as “11/20/2023” → 2023-11-20 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X198_sold · “Lot X198 date sold”
read as “06/05/2025” → 2025-06-05 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X198_proceeds · “Lot X198 proceeds”
read as “1,233.59” → 1,233.59 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X198_basis · “Lot X198 cost basis”
read as “1,163.86” → 1,163.86 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X198_wash · “Lot X198 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 69.73v2 · 2026-03-19: 69.73v3 · 2026-06-23: 69.73
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it