Reply To: Reporting Capital Gain for Stock Sale that Contains Several Lots

Home Fairmark Forum Our Website Reporting Capital Gain for Stock Sale that Contains Several Lots Reply To: Reporting Capital Gain for Stock Sale that Contains Several Lots

#4875
kaneohe
Participant

A word for the future: you posted your question in the “Our Website” sub-forum. It would have been more appropriate in the “Taxation of Investments” sub-forum which might attract more appropriate eyes.

The 8949 where you report the details asks for dates and cost basis……the cost basis is in $$, not $/sh …….so you can report the sell date; then the buy date as VAR (for various). Report the sales proceeds and then for cost basis, just add up the $$ cost basis of the 4 lots to get the overall cost basis.