Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X95 · federal · F8949 line A.X95

Foxglove Retail (acquired 2024-04-26, sold 2025-01-14; proceeds 2,098.15, basis 2,053.54)

44.61
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 2 · field X95_desc · “Lot X95 description”
read as “Foxglove Retail” → Foxglove Retail 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X95_acq · “Lot X95 date acquired”
read as “04/26/2024” → 2024-04-26 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X95_sold · “Lot X95 date sold”
read as “01/14/2025” → 2025-01-14 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X95_proceeds · “Lot X95 proceeds”
read as “2,098.15” → 2,098.15 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X95_basis · “Lot X95 cost basis”
read as “2,053.54” → 2,053.54 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X95_wash · “Lot X95 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 44.61v2 · 2026-03-19: 44.61v3 · 2026-06-23: 44.61
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it