Thanks @MaryK4
When you select uknown, it later asks the below. It's odd because it's not either or ... the wording here is confusing.
I acquired on multiple dates for a ~14 month time span. The below options are in either/or for all-in as short or long when reality is, it's a combo.
The second answer is actually more accurate, as I only acquired some about 3 months prior to that 05/27 date.
Selecting either of the below, doesn't change the amount of my return, so I'm hopeful it really doesn't matter.
We just need to know if you acquired your XCompanyStockX before 05/27/2021. If you did, then it's a long-term gain or loss.
Yes, I acquired this entire investment more than a year before I sold it
No, I didn't acquire any part of this investment more than a year before I sold it
