Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X74 · federal · F8949 line D.X74

Acadia Robotics (acquired 2023-09-29, sold 2025-12-29; proceeds 1,702.07, basis 1,937.35)

-235.28
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 27 · field X74_desc · “Lot X74 description”
read as “Acadia Robotics” → Acadia Robotics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X74_acq · “Lot X74 date acquired”
read as “09/29/2023” → 2023-09-29 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X74_sold · “Lot X74 date sold”
read as “12/29/2025” → 2025-12-29 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X74_proceeds · “Lot X74 proceeds”
read as “1,702.07” → 1,702.07 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X74_basis · “Lot X74 cost basis”
read as “1,937.35” → 1,937.35 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X74_wash · “Lot X74 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -235.28v2 · 2026-03-19: -235.28v3 · 2026-06-23: -235.28
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it