rjs
Level 15
Level 15

Investors & landlords

@Mike9241 

The OP didn't say whether the two accounts are with the same broker or with different brokers. If the two accounts are with different brokers, would FIFO or LIFO still apply, or would she be selling the specific shares in the account that she sells from, with the basis being the purchase price of those specific shares, without regard to when they were purchased?