Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X205 · federal · F8949 line D.X205

Ivory Semis (acquired 2023-03-10, sold 2025-05-29; proceeds 388.22, basis 348.08)

40.14
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 12 · field X205_desc · “Lot X205 description”
read as “Ivory Semis” → Ivory Semis 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X205_acq · “Lot X205 date acquired”
read as “03/10/2023” → 2023-03-10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X205_sold · “Lot X205 date sold”
read as “05/29/2025” → 2025-05-29 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X205_proceeds · “Lot X205 proceeds”
read as “388.22” → 388.22 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X205_basis · “Lot X205 cost basis”
read as “348.08” → 348.08 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X205_wash · “Lot X205 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 40.14v2 · 2026-03-19: 40.14v3 · 2026-06-23: 40.14
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it