JohnB5677, thanks a lot! I have documentation for all the share purchases, sales and reinvestment of dividends/LT capital gain/ST capital gain, in fact all transaction made since 1992 when I first opened the account with the Fund. The documentation going back to 1995 came from a download from the Fund's website, and the rest is paper documentation that I miraculously seem to still have.
I will use specific lots if I can, because I can pick the highest cost shares to calculate my cost basis and thus reduce the capital gain. All my gain is long-term gain of course. I know that if and when I sell any shares later, I will be hitting lower cost shares and hence will pay for higher capital gains later. That's fine with me.
I don't want to use FIFO even if it is IRS's default as long as they allow specific lots too. Note that even FIFO requires documentation. Thanks again.
