Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X94 · federal · F8949 line D.X94

Keystone Rail (acquired 2023-05-24, sold 2025-11-11; proceeds 903.75, basis 780.22)

123.53
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 24 · field X94_desc · “Lot X94 description”
read as “Keystone Rail” → Keystone Rail 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X94_acq · “Lot X94 date acquired”
read as “05/24/2023” → 2023-05-24 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X94_sold · “Lot X94 date sold”
read as “11/11/2025” → 2025-11-11 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X94_proceeds · “Lot X94 proceeds”
read as “903.75” → 903.75 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X94_basis · “Lot X94 cost basis”
read as “780.22” → 780.22 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X94_wash · “Lot X94 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 123.53v2 · 2026-03-19: 123.53v3 · 2026-06-23: 123.53
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it