Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X161 · federal · F8949 line D.X161

Foxglove Retail (acquired 2023-07-17, sold 2025-03-06; proceeds 1,301.99, basis 1,582.67)

-280.68
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 6 · field X161_desc · “Lot X161 description”
read as “Foxglove Retail” → Foxglove Retail 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X161_acq · “Lot X161 date acquired”
read as “07/17/2023” → 2023-07-17 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X161_sold · “Lot X161 date sold”
read as “03/06/2025” → 2025-03-06 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X161_proceeds · “Lot X161 proceeds”
read as “1,301.99” → 1,301.99 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X161_basis · “Lot X161 cost basis”
read as “1,582.67” → 1,582.67 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X161_wash · “Lot X161 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -280.68v2 · 2026-03-19: -280.68v3 · 2026-06-23: -280.68
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it