Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X82 · federal · F8949 line D.X82

Delmar Pharma (acquired 2023-11-20, sold 2025-11-06; proceeds 276.74, basis 285.43)

-8.69
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 X82_desc · “Lot X82 description”
read as “Delmar Pharma” → Delmar Pharma 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X82_acq · “Lot X82 date acquired”
read as “11/20/2023” → 2023-11-20 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X82_sold · “Lot X82 date sold”
read as “11/06/2025” → 2025-11-06 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X82_proceeds · “Lot X82 proceeds”
read as “276.74” → 276.74 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X82_basis · “Lot X82 cost basis”
read as “285.43” → 285.43 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X82_wash · “Lot X82 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -8.69v2 · 2026-03-19: -8.69v3 · 2026-06-23: -8.69
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it