Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X217 · federal · F8949 line D.X217

Cedar Logistics (acquired 2023-12-29, sold 2025-03-07; proceeds 1,888.25, basis 2,019.64, adjustment W 131.39)

-0
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 6 · field X217_desc · “Lot X217 description”
read as “Cedar Logistics” → Cedar Logistics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X217_acq · “Lot X217 date acquired”
read as “12/29/2023” → 2023-12-29 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X217_sold · “Lot X217 date sold”
read as “03/07/2025” → 2025-03-07 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X217_proceeds · “Lot X217 proceeds”
read as “1,888.25” → 1,888.25 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X217_basis · “Lot X217 cost basis”
read as “2,019.64” → 2,019.64 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X217_wash · “Lot X217 wash sale loss disallowed”
read as “131.39” → 131.39 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -0v2 · 2026-03-19: -0v3 · 2026-06-23: -0
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it