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Investors & landlords
For stocks and options, you cannot select after the fact.
You must inform your broker what rule to use before initiating the transaction.
For crypto I don't know what record keeping and reporting your service provides i,e. will it be in FIFO order.?
If you did not get a 1099-B, you are doing your own ordering with a csv file, and nothing can stop you from doing it the way you want.
We're all on the honor system here.
March 24, 2025
8:10 PM