Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X230 · federal · F8949 line D.X230

Silverline Energy (acquired 2024-05-31, sold 2025-12-08; proceeds 2,124.65, basis 2,208.01, adjustment W 83.36)

-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 26 · field X230_desc · “Lot X230 description”
read as “Silverline Energy” → Silverline Energy 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X230_acq · “Lot X230 date acquired”
read as “05/31/2024” → 2024-05-31 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X230_sold · “Lot X230 date sold”
read as “12/08/2025” → 2025-12-08 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X230_proceeds · “Lot X230 proceeds”
read as “2,124.65” → 2,124.65 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X230_basis · “Lot X230 cost basis”
read as “2,208.01” → 2,208.01 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X230_wash · “Lot X230 wash sale loss disallowed”
read as “83.36” → 83.36 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