Investments & digital assets › F8949.D.X40
F8949.D.X40 · federal · F8949 line D.X40
Cedar Logistics (acquired 2024-08-23, sold 2025-10-31; proceeds 2,257.39, basis 2,344.41)
-87.02
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 23 · field X40_desc · “Lot X40 description”
read as “Cedar Logistics” → Cedar Logistics
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X40_acq · “Lot X40 date acquired”
read as “08/23/2024” → 2024-08-23
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X40_sold · “Lot X40 date sold”
read as “10/31/2025” → 2025-10-31
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X40_proceeds · “Lot X40 proceeds”
read as “2,257.39” → 2,257.39
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X40_basis · “Lot X40 cost basis”
read as “2,344.41” → 2,344.41
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X40_wash · “Lot X40 wash sale loss disallowed”
read as “0.00” → 0
99%
Flows into
History — nothing is overwritten
v1 · 2026-03-04: -87.02v2 · 2026-03-19: -87.02v3 · 2026-06-23: -87.02
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