Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X48 · federal · F8949 line D.X48

Cedar Logistics (acquired 2023-12-11, sold 2025-06-02; proceeds 2,042.61, basis 2,155.66)

-113.05
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 X48_desc · “Lot X48 description”
read as “Cedar Logistics” → Cedar Logistics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X48_acq · “Lot X48 date acquired”
read as “12/11/2023” → 2023-12-11 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X48_sold · “Lot X48 date sold”
read as “06/02/2025” → 2025-06-02 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X48_proceeds · “Lot X48 proceeds”
read as “2,042.61” → 2,042.61 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X48_basis · “Lot X48 cost basis”
read as “2,155.66” → 2,155.66 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X48_wash · “Lot X48 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -113.05v2 · 2026-03-19: -113.05v3 · 2026-06-23: -113.05
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it