Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X5 · federal · F8949 line D.X5

Acadia Robotics (acquired 2024-01-16, sold 2025-05-28; proceeds 366.59, basis 433.86, adjustment W 67.27)

-0
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 X5_desc · “Lot X5 description”
read as “Acadia Robotics” → Acadia Robotics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X5_acq · “Lot X5 date acquired”
read as “01/16/2024” → 2024-01-16 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X5_sold · “Lot X5 date sold”
read as “05/28/2025” → 2025-05-28 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X5_proceeds · “Lot X5 proceeds”
read as “366.59” → 366.59 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X5_basis · “Lot X5 cost basis”
read as “433.86” → 433.86 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X5_wash · “Lot X5 wash sale loss disallowed”
read as “67.27” → 67.27 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -0v2 · 2026-03-19: -0v3 · 2026-06-23: -0
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it