Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X228 · federal · F8949 line D.X228

Pioneer Chem (acquired 2023-11-28, sold 2025-04-11; proceeds 271.52, basis 246.70)

24.82
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 8 · field X228_desc · “Lot X228 description”
read as “Pioneer Chem” → Pioneer Chem 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X228_acq · “Lot X228 date acquired”
read as “11/28/2023” → 2023-11-28 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X228_sold · “Lot X228 date sold”
read as “04/11/2025” → 2025-04-11 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X228_proceeds · “Lot X228 proceeds”
read as “271.52” → 271.52 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X228_basis · “Lot X228 cost basis”
read as “246.70” → 246.70 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X228_wash · “Lot X228 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 24.82v2 · 2026-03-19: 24.82v3 · 2026-06-23: 24.82
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it