Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.D.X77 · federal · F8949 line D.X77

Cedar Logistics (acquired 2024-02-27, sold 2025-07-02; proceeds 1,944.18, basis 1,896.51)

47.67
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 14 · field X77_desc · “Lot X77 description”
read as “Cedar Logistics” → Cedar Logistics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X77_acq · “Lot X77 date acquired”
read as “02/27/2024” → 2024-02-27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X77_sold · “Lot X77 date sold”
read as “07/02/2025” → 2025-07-02 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X77_proceeds · “Lot X77 proceeds”
read as “1,944.18” → 1,944.18 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X77_basis · “Lot X77 cost basis”
read as “1,896.51” → 1,896.51 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X77_wash · “Lot X77 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 47.67v2 · 2026-03-19: 47.67v3 · 2026-06-23: 47.67
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it