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W
wdparkin
February 23, 2023
Question

If I have several S/T stocks with various acquisition dates, can I lump them together? and if so, how do I indicate there were various purchase dates?

  • February 23, 2023
  • 2 replies
  • 0 views
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2 replies

B
Bsch4477
Employee
February 23, 2023

For date acquired type “various “.

D
DavidD66
February 23, 2023

Yes, you can report a sale of investment assets with different acquisition dates as a single transaction.  You use "Various" as the acquisition date.  They must have the same disposition date. 

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