I need help with capital gain tax reporting. I transferred some company stock lots, which were vested at different times and have different cost basis, to a new brokerage. The cost basis was not moved over. Not knowing this I sold a few of the stocks. Now I don’t know which exact lot was used for the stock sale to be 100% sure of the cost basis I need to report when I file my 2022 return. Here is a the scenario to explain:
• Account 1 had 20 stocks vested on Day 1 @ $100, 30 stocks vested on Day 10 @ $200 and 40 stocks vested on Day 20 @ $300
• Now I transferred all the 90 stocks to Account 2. When I go to Account 2, I see 90 shares to sell and no cost basis information. I sold 50 out of 90 @ $10.
Now I don’t know which of lot 1, ($100), lot 2 ($200) or lot 3 ($300) stocks I sold. And as a result I don’t know the exact cost basis for the 50 stocks I sold. What should I do in this situation?
