Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.D.X30 · federal · F8949 line D.X30

Cedar Logistics (acquired 2024-04-22, sold 2025-12-03; proceeds 2,378.14, basis 2,141.06)

237.08
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 X30_desc · “Lot X30 description”
read as “Cedar Logistics” → Cedar Logistics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X30_acq · “Lot X30 date acquired”
read as “04/22/2024” → 2024-04-22 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X30_sold · “Lot X30 date sold”
read as “12/03/2025” → 2025-12-03 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X30_proceeds · “Lot X30 proceeds”
read as “2,378.14” → 2,378.14 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X30_basis · “Lot X30 cost basis”
read as “2,141.06” → 2,141.06 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 26 · field X30_wash · “Lot X30 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 237.08v2 · 2026-03-19: 237.08v3 · 2026-06-23: 237.08
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it