Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X162 · federal · F8949 line D.X162

Juniper Cloud (acquired 2023-01-05, sold 2025-12-19; proceeds 2,168.96, basis 2,002.67)

166.29
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 27 · field X162_desc · “Lot X162 description”
read as “Juniper Cloud” → Juniper Cloud 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X162_acq · “Lot X162 date acquired”
read as “01/05/2023” → 2023-01-05 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X162_sold · “Lot X162 date sold”
read as “12/19/2025” → 2025-12-19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X162_proceeds · “Lot X162 proceeds”
read as “2,168.96” → 2,168.96 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X162_basis · “Lot X162 cost basis”
read as “2,002.67” → 2,002.67 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X162_wash · “Lot X162 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 166.29v2 · 2026-03-19: 166.29v3 · 2026-06-23: 166.29
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it