Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X97 · federal · F8949 line D.X97

Ivory Semis (acquired 2024-05-03, sold 2025-08-08; proceeds 1,811.12, basis 1,726.57)

84.55
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 17 · field X97_desc · “Lot X97 description”
read as “Ivory Semis” → Ivory Semis 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X97_acq · “Lot X97 date acquired”
read as “05/03/2024” → 2024-05-03 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X97_sold · “Lot X97 date sold”
read as “08/08/2025” → 2025-08-08 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X97_proceeds · “Lot X97 proceeds”
read as “1,811.12” → 1,811.12 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X97_basis · “Lot X97 cost basis”
read as “1,726.57” → 1,726.57 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X97_wash · “Lot X97 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 84.55v2 · 2026-03-19: 84.55v3 · 2026-06-23: 84.55
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it