Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X197 · federal · F8949 line D.X197

Bayfront Foods (acquired 2024-02-13, sold 2025-11-17; proceeds 983.18, basis 1,076.25)

-93.07
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 24 · field X197_desc · “Lot X197 description”
read as “Bayfront Foods” → Bayfront Foods 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X197_acq · “Lot X197 date acquired”
read as “02/13/2024” → 2024-02-13 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X197_sold · “Lot X197 date sold”
read as “11/17/2025” → 2025-11-17 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X197_proceeds · “Lot X197 proceeds”
read as “983.18” → 983.18 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X197_basis · “Lot X197 cost basis”
read as “1,076.25” → 1,076.25 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X197_wash · “Lot X197 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -93.07v2 · 2026-03-19: -93.07v3 · 2026-06-23: -93.07
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it