Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X210 · federal · F8949 line D.X210

Keystone Rail (acquired 2023-12-27, sold 2025-09-15; proceeds 1,830.17, basis 2,128.65)

-298.48
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 X210_desc · “Lot X210 description”
read as “Keystone Rail” → Keystone Rail 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X210_acq · “Lot X210 date acquired”
read as “12/27/2023” → 2023-12-27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X210_sold · “Lot X210 date sold”
read as “09/15/2025” → 2025-09-15 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X210_proceeds · “Lot X210 proceeds”
read as “1,830.17” → 1,830.17 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X210_basis · “Lot X210 cost basis”
read as “2,128.65” → 2,128.65 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X210_wash · “Lot X210 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -298.48v2 · 2026-03-19: -298.48v3 · 2026-06-23: -298.48
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it