@jigo When you sell, you'll want to instruct your broker to sell proportionally from all your lots so your lot-by-lot holdings always match your K-1 holdings. That's the only way to keep records in sync, given that 'unified basis' is going to require your K-1 preparer to always sell proportionally.
If that ship has sailed and you're already badly out of sync, your workaround will get you to the right result.
Also, on your cost basis example, the difference between the 933 and 936 is simply the rounding done in your example. If fractional shares were used, the 'unified' result and the average cost result would match.
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**Note also, I'm not a Tax Preparer/CPA. Just a volunteer, seasoned, TurboTax user.
Use any advice accordingly!
