Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X18 · federal · F8949 line D.X18

Juniper Cloud (acquired 2023-09-20, sold 2025-06-13; proceeds 992.28, basis 1,125.53)

-133.25
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 13 · field X18_desc · “Lot X18 description”
read as “Juniper Cloud” → Juniper Cloud 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X18_acq · “Lot X18 date acquired”
read as “09/20/2023” → 2023-09-20 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X18_sold · “Lot X18 date sold”
read as “06/13/2025” → 2025-06-13 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X18_proceeds · “Lot X18 proceeds”
read as “992.28” → 992.28 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X18_basis · “Lot X18 cost basis”
read as “1,125.53” → 1,125.53 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X18_wash · “Lot X18 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -133.25v2 · 2026-03-19: -133.25v3 · 2026-06-23: -133.25
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it