Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X119 · federal · F8949 line A.X119

Foxglove Retail (acquired 2024-08-20, sold 2025-05-08; proceeds 1,120.11, basis 1,035.38)

84.73
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 10 · field X119_desc · “Lot X119 description”
read as “Foxglove Retail” → Foxglove Retail 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X119_acq · “Lot X119 date acquired”
read as “08/20/2024” → 2024-08-20 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X119_sold · “Lot X119 date sold”
read as “05/08/2025” → 2025-05-08 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X119_proceeds · “Lot X119 proceeds”
read as “1,120.11” → 1,120.11 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X119_basis · “Lot X119 cost basis”
read as “1,035.38” → 1,035.38 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X119_wash · “Lot X119 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 84.73v2 · 2026-03-19: 84.73v3 · 2026-06-23: 84.73
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it