Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X199 · federal · F8949 line D.X199

Ivory Semis (acquired 2023-09-15, sold 2025-11-11; proceeds 341.69, basis 351.35, adjustment W 9.66)

-0
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 24 · field X199_desc · “Lot X199 description”
read as “Ivory Semis” → Ivory Semis 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X199_acq · “Lot X199 date acquired”
read as “09/15/2023” → 2023-09-15 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X199_sold · “Lot X199 date sold”
read as “11/11/2025” → 2025-11-11 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X199_proceeds · “Lot X199 proceeds”
read as “341.69” → 341.69 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X199_basis · “Lot X199 cost basis”
read as “351.35” → 351.35 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X199_wash · “Lot X199 wash sale loss disallowed”
read as “9.66” → 9.66 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -0v2 · 2026-03-19: -0v3 · 2026-06-23: -0
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it