This has an easy solution. Use a date that represents the correct holding period so the tax is calculated correctly. If any of the transactions are held long term be sure the date is one day longer than one year from the sales date, otherwise for short term make sure the date is less than one year from sales date. There's no cause for concern because you have the records should you need them at any point.
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)
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