Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X98 · federal · F8949 line D.X98

Cedar Logistics (acquired 2024-10-17, sold 2025-12-19; proceeds 1,777.14, basis 2,078.38)

-301.24
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 27 · field X98_desc · “Lot X98 description”
read as “Cedar Logistics” → Cedar Logistics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X98_acq · “Lot X98 date acquired”
read as “10/17/2024” → 2024-10-17 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X98_sold · “Lot X98 date sold”
read as “12/19/2025” → 2025-12-19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X98_proceeds · “Lot X98 proceeds”
read as “1,777.14” → 1,777.14 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X98_basis · “Lot X98 cost basis”
read as “2,078.38” → 2,078.38 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X98_wash · “Lot X98 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -301.24v2 · 2026-03-19: -301.24v3 · 2026-06-23: -301.24
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it