Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X88 · federal · F8949 line D.X88

Granite Payments (acquired 2023-11-15, sold 2025-06-17; proceeds 1,892.62, basis 2,038.03)

-145.41
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 X88_desc · “Lot X88 description”
read as “Granite Payments” → Granite Payments 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X88_acq · “Lot X88 date acquired”
read as “11/15/2023” → 2023-11-15 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X88_sold · “Lot X88 date sold”
read as “06/17/2025” → 2025-06-17 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X88_proceeds · “Lot X88 proceeds”
read as “1,892.62” → 1,892.62 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X88_basis · “Lot X88 cost basis”
read as “2,038.03” → 2,038.03 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X88_wash · “Lot X88 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -145.41v2 · 2026-03-19: -145.41v3 · 2026-06-23: -145.41
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it