Retired@50 gives good input. I'd only add that the above troubles me. I'm not sure what you mean. In general, if you are selling from a tax advantaged account, lots don't matter because the entirety of your proceeds are taxed as ordinary income. However if you are selling from a taxable account, I always think that specific lots matter. It may not matter this time, but I think that selling specified lots lets you keep control of what is going to be taxed.
1. I really don’t need to be concerned with the cost basis and lots when I’m selling this year.
Statistics: Posted by WeakOldGuy — Tue Oct 22, 2024 1:01 am — Replies 2 — Views 167