Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X203 · federal · F8949 line D.X203

Granite Payments (acquired 2024-06-10, sold 2025-09-17; proceeds 1,705.28, basis 1,499.22)

206.06
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 19 · field X203_desc · “Lot X203 description”
read as “Granite Payments” → Granite Payments 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X203_acq · “Lot X203 date acquired”
read as “06/10/2024” → 2024-06-10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X203_sold · “Lot X203 date sold”
read as “09/17/2025” → 2025-09-17 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X203_proceeds · “Lot X203 proceeds”
read as “1,705.28” → 1,705.28 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X203_basis · “Lot X203 cost basis”
read as “1,499.22” → 1,499.22 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X203_wash · “Lot X203 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 206.06v2 · 2026-03-19: 206.06v3 · 2026-06-23: 206.06
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it