Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X13 · federal · F8949 line D.X13

Juniper Cloud (acquired 2023-01-10, sold 2025-06-23; proceeds 1,453.14, basis 1,599.16)

-146.02
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 14 · field X13_desc · “Lot X13 description”
read as “Juniper Cloud” → Juniper Cloud 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X13_acq · “Lot X13 date acquired”
read as “01/10/2023” → 2023-01-10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X13_sold · “Lot X13 date sold”
read as “06/23/2025” → 2025-06-23 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X13_proceeds · “Lot X13 proceeds”
read as “1,453.14” → 1,453.14 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X13_basis · “Lot X13 cost basis”
read as “1,599.16” → 1,599.16 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X13_wash · “Lot X13 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -146.02v2 · 2026-03-19: -146.02v3 · 2026-06-23: -146.02
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it