Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.D.X76 · federal · F8949 line D.X76

Foxglove Retail (acquired 2023-04-12, sold 2025-10-16; proceeds 464.93, basis 508.38)

-43.45
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 X76_desc · “Lot X76 description”
read as “Foxglove Retail” → Foxglove Retail 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X76_acq · “Lot X76 date acquired”
read as “04/12/2023” → 2023-04-12 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X76_sold · “Lot X76 date sold”
read as “10/16/2025” → 2025-10-16 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X76_proceeds · “Lot X76 proceeds”
read as “464.93” → 464.93 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X76_basis · “Lot X76 cost basis”
read as “508.38” → 508.38 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 21 · field X76_wash · “Lot X76 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -43.45v2 · 2026-03-19: -43.45v3 · 2026-06-23: -43.45
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it