Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X24 · federal · F8949 line D.X24

Keystone Rail (acquired 2023-05-18, sold 2025-03-13; proceeds 2,201.23, basis 1,981.47)

219.76
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 X24_desc · “Lot X24 description”
read as “Keystone Rail” → Keystone Rail 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X24_acq · “Lot X24 date acquired”
read as “05/18/2023” → 2023-05-18 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X24_sold · “Lot X24 date sold”
read as “03/13/2025” → 2025-03-13 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X24_proceeds · “Lot X24 proceeds”
read as “2,201.23” → 2,201.23 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X24_basis · “Lot X24 cost basis”
read as “1,981.47” → 1,981.47 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X24_wash · “Lot X24 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 219.76v2 · 2026-03-19: 219.76v3 · 2026-06-23: 219.76
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it