Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X246 · federal · F8949 line D.X246

Silverline Energy (acquired 2024-06-27, sold 2025-10-08; proceeds 2,527.38, basis 2,188.87)

338.51
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 21 · field X246_desc · “Lot X246 description”
read as “Silverline Energy” → Silverline Energy 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X246_acq · “Lot X246 date acquired”
read as “06/27/2024” → 2024-06-27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X246_sold · “Lot X246 date sold”
read as “10/08/2025” → 2025-10-08 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X246_proceeds · “Lot X246 proceeds”
read as “2,527.38” → 2,527.38 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X246_basis · “Lot X246 cost basis”
read as “2,188.87” → 2,188.87 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X246_wash · “Lot X246 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 338.51v2 · 2026-03-19: 338.51v3 · 2026-06-23: 338.51
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it