Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X87 · federal · F8949 line D.X87

Granite Payments (acquired 2023-07-27, sold 2025-02-27; proceeds 537.02, basis 494.68)

42.34
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 5 · field X87_desc · “Lot X87 description”
read as “Granite Payments” → Granite Payments 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X87_acq · “Lot X87 date acquired”
read as “07/27/2023” → 2023-07-27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X87_sold · “Lot X87 date sold”
read as “02/27/2025” → 2025-02-27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X87_proceeds · “Lot X87 proceeds”
read as “537.02” → 537.02 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X87_basis · “Lot X87 cost basis”
read as “494.68” → 494.68 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X87_wash · “Lot X87 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 42.34v2 · 2026-03-19: 42.34v3 · 2026-06-23: 42.34
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it