Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X215 · federal · F8949 line D.X215

Foxglove Retail (acquired 2023-02-03, sold 2025-09-10; proceeds 365.64, basis 442.80)

-77.16
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 19 · field X215_desc · “Lot X215 description”
read as “Foxglove Retail” → Foxglove Retail 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X215_acq · “Lot X215 date acquired”
read as “02/03/2023” → 2023-02-03 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X215_sold · “Lot X215 date sold”
read as “09/10/2025” → 2025-09-10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X215_proceeds · “Lot X215 proceeds”
read as “365.64” → 365.64 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X215_basis · “Lot X215 cost basis”
read as “442.80” → 442.80 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X215_wash · “Lot X215 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -77.16v2 · 2026-03-19: -77.16v3 · 2026-06-23: -77.16
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it