Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X36 · federal · F8949 line D.X36

Juniper Cloud (acquired 2023-10-27, sold 2025-06-10; proceeds 832.53, basis 837.66)

-5.13
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 X36_desc · “Lot X36 description”
read as “Juniper Cloud” → Juniper Cloud 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X36_acq · “Lot X36 date acquired”
read as “10/27/2023” → 2023-10-27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X36_sold · “Lot X36 date sold”
read as “06/10/2025” → 2025-06-10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X36_proceeds · “Lot X36 proceeds”
read as “832.53” → 832.53 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X36_basis · “Lot X36 cost basis”
read as “837.66” → 837.66 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X36_wash · “Lot X36 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -5.13v2 · 2026-03-19: -5.13v3 · 2026-06-23: -5.13
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it