Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.D.X244 · federal · F8949 line D.X244

Cedar Logistics (acquired 2023-06-16, sold 2025-05-19; proceeds 477.35, basis 456.95)

20.40
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 11 · field X244_desc · “Lot X244 description”
read as “Cedar Logistics” → Cedar Logistics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X244_acq · “Lot X244 date acquired”
read as “06/16/2023” → 2023-06-16 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X244_sold · “Lot X244 date sold”
read as “05/19/2025” → 2025-05-19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X244_proceeds · “Lot X244 proceeds”
read as “477.35” → 477.35 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X244_basis · “Lot X244 cost basis”
read as “456.95” → 456.95 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X244_wash · “Lot X244 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 20.40v2 · 2026-03-19: 20.40v3 · 2026-06-23: 20.40
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it