Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X63 · federal · F8949 line A.X63

Foxglove Retail (acquired 2024-07-11, sold 2025-05-13; proceeds 178.31, basis 159.27)

19.04
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 11 · field X63_desc · “Lot X63 description”
read as “Foxglove Retail” → Foxglove Retail 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X63_acq · “Lot X63 date acquired”
read as “07/11/2024” → 2024-07-11 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X63_sold · “Lot X63 date sold”
read as “05/13/2025” → 2025-05-13 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X63_proceeds · “Lot X63 proceeds”
read as “178.31” → 178.31 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X63_basis · “Lot X63 cost basis”
read as “159.27” → 159.27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X63_wash · “Lot X63 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 19.04v2 · 2026-03-19: 19.04v3 · 2026-06-23: 19.04
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it