Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X21 · federal · F8949 line D.X21

Lumen Optics (acquired 2023-12-13, sold 2025-07-10; proceeds 1,516.50, basis 1,493.72)

22.78
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 15 · field X21_desc · “Lot X21 description”
read as “Lumen Optics” → Lumen Optics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X21_acq · “Lot X21 date acquired”
read as “12/13/2023” → 2023-12-13 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X21_sold · “Lot X21 date sold”
read as “07/10/2025” → 2025-07-10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X21_proceeds · “Lot X21 proceeds”
read as “1,516.50” → 1,516.50 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X21_basis · “Lot X21 cost basis”
read as “1,493.72” → 1,493.72 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X21_wash · “Lot X21 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 22.78v2 · 2026-03-19: 22.78v3 · 2026-06-23: 22.78
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it