Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X81 · federal · F8949 line D.X81

Lumen Optics (acquired 2024-08-22, sold 2025-12-23; proceeds 1,398.09, basis 1,389.63)

8.46
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 X81_desc · “Lot X81 description”
read as “Lumen Optics” → Lumen Optics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X81_acq · “Lot X81 date acquired”
read as “08/22/2024” → 2024-08-22 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X81_sold · “Lot X81 date sold”
read as “12/23/2025” → 2025-12-23 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X81_proceeds · “Lot X81 proceeds”
read as “1,398.09” → 1,398.09 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X81_basis · “Lot X81 cost basis”
read as “1,389.63” → 1,389.63 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X81_wash · “Lot X81 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 8.46v2 · 2026-03-19: 8.46v3 · 2026-06-23: 8.46
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it