Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X247 · federal · F8949 line D.X247

Bayfront Foods (acquired 2023-04-19, sold 2025-10-10; proceeds 2,351.08, basis 2,368.91)

-17.83
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 21 · field X247_desc · “Lot X247 description”
read as “Bayfront Foods” → Bayfront Foods 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X247_acq · “Lot X247 date acquired”
read as “04/19/2023” → 2023-04-19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X247_sold · “Lot X247 date sold”
read as “10/10/2025” → 2025-10-10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X247_proceeds · “Lot X247 proceeds”
read as “2,351.08” → 2,351.08 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X247_basis · “Lot X247 cost basis”
read as “2,368.91” → 2,368.91 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X247_wash · “Lot X247 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -17.83v2 · 2026-03-19: -17.83v3 · 2026-06-23: -17.83
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it