Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X139 · federal · F8949 line D.X139

Juniper Cloud (acquired 2024-01-17, sold 2025-07-31; proceeds 1,508.43, basis 1,677.32)

-168.89
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 16 · field X139_desc · “Lot X139 description”
read as “Juniper Cloud” → Juniper Cloud 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X139_acq · “Lot X139 date acquired”
read as “01/17/2024” → 2024-01-17 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X139_sold · “Lot X139 date sold”
read as “07/31/2025” → 2025-07-31 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X139_proceeds · “Lot X139 proceeds”
read as “1,508.43” → 1,508.43 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X139_basis · “Lot X139 cost basis”
read as “1,677.32” → 1,677.32 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X139_wash · “Lot X139 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -168.89v2 · 2026-03-19: -168.89v3 · 2026-06-23: -168.89
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it