Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X20 · federal · F8949 line D.X20

Quarry Materials (acquired 2023-02-21, sold 2025-06-09; proceeds 1,081.90, basis 1,094.51)

-12.61
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 X20_desc · “Lot X20 description”
read as “Quarry Materials” → Quarry Materials 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X20_acq · “Lot X20 date acquired”
read as “02/21/2023” → 2023-02-21 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X20_sold · “Lot X20 date sold”
read as “06/09/2025” → 2025-06-09 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X20_proceeds · “Lot X20 proceeds”
read as “1,081.90” → 1,081.90 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X20_basis · “Lot X20 cost basis”
read as “1,094.51” → 1,094.51 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X20_wash · “Lot X20 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -12.61v2 · 2026-03-19: -12.61v3 · 2026-06-23: -12.61
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it