Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X86 · federal · F8949 line D.X86

Pioneer Chem (acquired 2023-12-13, sold 2025-10-23; proceeds 1,799.46, basis 1,898.34)

-98.88
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 22 · field X86_desc · “Lot X86 description”
read as “Pioneer Chem” → Pioneer Chem 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X86_acq · “Lot X86 date acquired”
read as “12/13/2023” → 2023-12-13 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X86_sold · “Lot X86 date sold”
read as “10/23/2025” → 2025-10-23 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X86_proceeds · “Lot X86 proceeds”
read as “1,799.46” → 1,799.46 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X86_basis · “Lot X86 cost basis”
read as “1,898.34” → 1,898.34 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 22 · field X86_wash · “Lot X86 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -98.88v2 · 2026-03-19: -98.88v3 · 2026-06-23: -98.88
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it