Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X37 · federal · F8949 line D.X37

Keystone Rail (acquired 2024-04-17, sold 2025-05-27; proceeds 1,339.44, basis 1,412.82)

-73.38
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 12 · field X37_desc · “Lot X37 description”
read as “Keystone Rail” → Keystone Rail 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X37_acq · “Lot X37 date acquired”
read as “04/17/2024” → 2024-04-17 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X37_sold · “Lot X37 date sold”
read as “05/27/2025” → 2025-05-27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X37_proceeds · “Lot X37 proceeds”
read as “1,339.44” → 1,339.44 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X37_basis · “Lot X37 cost basis”
read as “1,412.82” → 1,412.82 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X37_wash · “Lot X37 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -73.38v2 · 2026-03-19: -73.38v3 · 2026-06-23: -73.38
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it