Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X96 · federal · F8949 line D.X96

Lumen Optics (acquired 2023-06-02, sold 2025-02-19; proceeds 1,512.32, basis 1,478.13)

34.19
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 4 · field X96_desc · “Lot X96 description”
read as “Lumen Optics” → Lumen Optics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X96_acq · “Lot X96 date acquired”
read as “06/02/2023” → 2023-06-02 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X96_sold · “Lot X96 date sold”
read as “02/19/2025” → 2025-02-19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X96_proceeds · “Lot X96 proceeds”
read as “1,512.32” → 1,512.32 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X96_basis · “Lot X96 cost basis”
read as “1,478.13” → 1,478.13 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X96_wash · “Lot X96 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 34.19v2 · 2026-03-19: 34.19v3 · 2026-06-23: 34.19
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it