Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.D.X62 · federal · F8949 line D.X62

Bayfront Foods (acquired 2023-12-21, sold 2025-11-17; proceeds 1,821.82, basis 1,798.77)

23.05
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 24 · field X62_desc · “Lot X62 description”
read as “Bayfront Foods” → Bayfront Foods 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X62_acq · “Lot X62 date acquired”
read as “12/21/2023” → 2023-12-21 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X62_sold · “Lot X62 date sold”
read as “11/17/2025” → 2025-11-17 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X62_proceeds · “Lot X62 proceeds”
read as “1,821.82” → 1,821.82 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X62_basis · “Lot X62 cost basis”
read as “1,798.77” → 1,798.77 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 24 · field X62_wash · “Lot X62 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 23.05v2 · 2026-03-19: 23.05v3 · 2026-06-23: 23.05
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it