Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X75 · federal · F8949 line D.X75

Silverline Energy (acquired 2023-08-21, sold 2025-05-09; proceeds 1,413.63, basis 1,463.03)

-49.40
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 10 · field X75_desc · “Lot X75 description”
read as “Silverline Energy” → Silverline Energy 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X75_acq · “Lot X75 date acquired”
read as “08/21/2023” → 2023-08-21 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X75_sold · “Lot X75 date sold”
read as “05/09/2025” → 2025-05-09 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X75_proceeds · “Lot X75 proceeds”
read as “1,413.63” → 1,413.63 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X75_basis · “Lot X75 cost basis”
read as “1,463.03” → 1,463.03 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X75_wash · “Lot X75 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -49.40v2 · 2026-03-19: -49.40v3 · 2026-06-23: -49.40
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it