Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X140 · federal · F8949 line D.X140

Foxglove Retail (acquired 2023-05-19, sold 2025-08-07; proceeds 1,808.22, basis 2,041.07)

-232.85
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 17 · field X140_desc · “Lot X140 description”
read as “Foxglove Retail” → Foxglove Retail 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X140_acq · “Lot X140 date acquired”
read as “05/19/2023” → 2023-05-19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X140_sold · “Lot X140 date sold”
read as “08/07/2025” → 2025-08-07 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X140_proceeds · “Lot X140 proceeds”
read as “1,808.22” → 1,808.22 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X140_basis · “Lot X140 cost basis”
read as “2,041.07” → 2,041.07 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X140_wash · “Lot X140 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -232.85v2 · 2026-03-19: -232.85v3 · 2026-06-23: -232.85
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it