Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.D.X50 · federal · F8949 line D.X50

Delmar Pharma (acquired 2024-03-19, sold 2025-11-17; proceeds 132.37, basis 155.75)

-23.38
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 24 · field X50_desc · “Lot X50 description”
read as “Delmar Pharma” → Delmar Pharma 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X50_acq · “Lot X50 date acquired”
read as “03/19/2024” → 2024-03-19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X50_sold · “Lot X50 date sold”
read as “11/17/2025” → 2025-11-17 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X50_proceeds · “Lot X50 proceeds”
read as “132.37” → 132.37 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X50_basis · “Lot X50 cost basis”
read as “155.75” → 155.75 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X50_wash · “Lot X50 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -23.38v2 · 2026-03-19: -23.38v3 · 2026-06-23: -23.38
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it