My advice is to enter a date of purchase that represents the holding period necessary for the end results, either long or short term. See the details below and then just select any date that will show the correct holding period.
Holding Periods:
- Long term is a holding period of more than one year (one year plus one day) and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax)
- Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate)
@supertom
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