Until I learn otherwise, I chose to mark "Disposed of a portion...".
Continuing through the Step-by-Step dialog, I was then prompted to enter the purchase date and sale date for the units our advisor bought and sold.
How do I handle multiple buy and sell dates? TT does not allow me to enter the transactions this way.
For now, I entered the earliest buy date and the latest sale date, given no way to enter multiple dates.
Anyone have a better way to handle this?
Just like buying stocks, the purchases were made 4 times. Then the sales were made twice. But unlike stocks, the individual "shares" (units in this case?) are not tracked.
Very confusing....
