Investors & landlords

Thanks, Mike. I now have two different answers to my question. In any case, I called the fund and found out that even if I had called them before placing the sell order in 2022, I could not pick specific shares within the single lot that they show for all my uncovered shares. They said I should consult a tax expert to decide what cost basis I can use when reporting to the IRS!

My account settings for costing method have always been Specific Lots (primary) and High Cost First Out (secondary). So, I have been assuming that I could use either of those, but your reply suggests that I am stuck with the average cost method. Given my primary and secondary methods identified above, do you still think so? Thanks a lot for your help!