Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X167 · federal · F8949 line A.X167

Bayfront Foods (acquired 2025-01-29, sold 2025-04-15; proceeds 1,339.71, basis 1,533.56)

-193.85
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 9 · field X167_desc · “Lot X167 description”
read as “Bayfront Foods” → Bayfront Foods 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X167_acq · “Lot X167 date acquired”
read as “01/29/2025” → 2025-01-29 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X167_sold · “Lot X167 date sold”
read as “04/15/2025” → 2025-04-15 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X167_proceeds · “Lot X167 proceeds”
read as “1,339.71” → 1,339.71 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X167_basis · “Lot X167 cost basis”
read as “1,533.56” → 1,533.56 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X167_wash · “Lot X167 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -193.85v2 · 2026-03-19: -193.85v3 · 2026-06-23: -193.85
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it