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

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#4893
kaneohe
Participant

https://finance.zacks.com/can-use-various-date-acquired-column-schedule-d-11290.html

You didn’t say but I guess I assumed you sold all those shares on the same date? If so , from the link,

“Dating Your Transactions
Among the data items you need to transcribe from Form 1099-B to Form 8949 are the dates you purchased and sold each asset. Normally, you simply enter the purchase date in the appropriate column. However, if you sold assets that you acquired through multiple transactions on different dates, you instead enter “various” in the column.”

Technically although you received those shares on 9/30/16 so they are clearly LTCG, the actual acquisition date typically goes back to the various dates you acquired the mother Honeywell stock (even longer term).
Since whichever method you choose will be long term, I don’t think would
be a problem using the 2016 date either. Just be prepared to show your data if asked.