Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X58 · federal · F8949 line A.X58

Juniper Cloud (acquired 2024-05-06, sold 2025-04-01; proceeds 2,127.29, basis 1,903.28)

224.01
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 X58_desc · “Lot X58 description”
read as “Juniper Cloud” → Juniper Cloud 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X58_acq · “Lot X58 date acquired”
read as “05/06/2024” → 2024-05-06 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X58_sold · “Lot X58 date sold”
read as “04/01/2025” → 2025-04-01 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X58_proceeds · “Lot X58 proceeds”
read as “2,127.29” → 2,127.29 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X58_basis · “Lot X58 cost basis”
read as “1,903.28” → 1,903.28 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X58_wash · “Lot X58 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 224.01v2 · 2026-03-19: 224.01v3 · 2026-06-23: 224.01
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it