Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X149 · federal · F8949 line A.X149

Bayfront Foods (acquired 2025-07-31, sold 2025-10-01; proceeds 2,004.46, basis 1,791.18)

213.28
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 20 · field X149_desc · “Lot X149 description”
read as “Bayfront Foods” → Bayfront Foods 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X149_acq · “Lot X149 date acquired”
read as “07/31/2025” → 2025-07-31 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X149_sold · “Lot X149 date sold”
read as “10/01/2025” → 2025-10-01 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X149_proceeds · “Lot X149 proceeds”
read as “2,004.46” → 2,004.46 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X149_basis · “Lot X149 cost basis”
read as “1,791.18” → 1,791.18 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 20 · field X149_wash · “Lot X149 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 213.28v2 · 2026-03-19: 213.28v3 · 2026-06-23: 213.28
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it