Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X61 · federal · F8949 line D.X61

Foxglove Retail (acquired 2023-04-19, sold 2025-03-24; proceeds 1,650.29, basis 1,772.24, adjustment W 121.95)

-0
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 7 · field X61_desc · “Lot X61 description”
read as “Foxglove Retail” → Foxglove Retail 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X61_acq · “Lot X61 date acquired”
read as “04/19/2023” → 2023-04-19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X61_sold · “Lot X61 date sold”
read as “03/24/2025” → 2025-03-24 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X61_proceeds · “Lot X61 proceeds”
read as “1,650.29” → 1,650.29 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X61_basis · “Lot X61 cost basis”
read as “1,772.24” → 1,772.24 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X61_wash · “Lot X61 wash sale loss disallowed”
read as “121.95” → 121.95 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -0v2 · 2026-03-19: -0v3 · 2026-06-23: -0
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it