Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X23 · federal · F8949 line A.X23

Juniper Cloud (acquired 2024-10-03, sold 2025-03-24; proceeds 1,829.29, basis 2,195.02)

-365.73
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 7 · field X23_desc · “Lot X23 description”
read as “Juniper Cloud” → Juniper Cloud 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X23_acq · “Lot X23 date acquired”
read as “10/03/2024” → 2024-10-03 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X23_sold · “Lot X23 date sold”
read as “03/24/2025” → 2025-03-24 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X23_proceeds · “Lot X23 proceeds”
read as “1,829.29” → 1,829.29 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X23_basis · “Lot X23 cost basis”
read as “2,195.02” → 2,195.02 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X23_wash · “Lot X23 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -365.73v2 · 2026-03-19: -365.73v3 · 2026-06-23: -365.73
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it