Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X66 · federal · F8949 line D.X66

Keystone Rail (acquired 2024-07-19, sold 2025-11-07; proceeds 1,867.78, basis 1,859.69)

8.09
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 X66_desc · “Lot X66 description”
read as “Keystone Rail” → Keystone Rail 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X66_acq · “Lot X66 date acquired”
read as “07/19/2024” → 2024-07-19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X66_sold · “Lot X66 date sold”
read as “11/07/2025” → 2025-11-07 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X66_proceeds · “Lot X66 proceeds”
read as “1,867.78” → 1,867.78 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X66_basis · “Lot X66 cost basis”
read as “1,859.69” → 1,859.69 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X66_wash · “Lot X66 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 8.09v2 · 2026-03-19: 8.09v3 · 2026-06-23: 8.09
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it