Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X252 · federal · F8949 line D.X252

Bayfront Foods (acquired 2023-06-16, sold 2025-02-04; proceeds 1,496.81, basis 1,294.60)

202.21
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 4 · field X252_desc · “Lot X252 description”
read as “Bayfront Foods” → Bayfront Foods 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X252_acq · “Lot X252 date acquired”
read as “06/16/2023” → 2023-06-16 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X252_sold · “Lot X252 date sold”
read as “02/04/2025” → 2025-02-04 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X252_proceeds · “Lot X252 proceeds”
read as “1,496.81” → 1,496.81 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X252_basis · “Lot X252 cost basis”
read as “1,294.60” → 1,294.60 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X252_wash · “Lot X252 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 202.21v2 · 2026-03-19: 202.21v3 · 2026-06-23: 202.21
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it