Miraflores · Okafor-Lindqvist 2025
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F8949.D.X234 · federal · F8949 line D.X234

Delmar Pharma (acquired 2024-07-25, sold 2025-09-24; proceeds 573.77, basis 613.24, adjustment W 39.47)

-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 20 · field X234_desc · “Lot X234 description”
read as “Delmar Pharma” → Delmar Pharma 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X234_acq · “Lot X234 date acquired”
read as “07/25/2024” → 2024-07-25 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X234_sold · “Lot X234 date sold”
read as “09/24/2025” → 2025-09-24 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X234_proceeds · “Lot X234 proceeds”
read as “573.77” → 573.77 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X234_basis · “Lot X234 cost basis”
read as “613.24” → 613.24 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X234_wash · “Lot X234 wash sale loss disallowed”
read as “39.47” → 39.47 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