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Investors & landlords
I've provided an image below of what I was referring to above with "various" if they have the same reporting category. Since you said these were both long-term, the particular reporting category also depends on whether not "basis was reported to the IRS", and whether "Covered or non-covered. If both of these were reported to you in the same category (for holding period and whether basis reported or not and same covered/non-covered). then you should be able to use "various" if desired.
Entering separate sales for the 2 lots would be fairly fast and easy, too. The important thing is that the resultant data for for the sale correlates correctly with the info shown on your Form 1099-B.
I don't know how this sale was reported to you on your Form 1099-B, but my brokerage actually uses the term"Various" in a similar situation for the acquisition date on the 1099-B.
To get the choice of "Various" for acquisition date, there is an intermediate step that's not very intuitive as you'll see in the image below. I should have mentioned that above.
I'm a fellow user, not a tax expert. If it were me, since there are only 2 lots I personally would report things in the same way that the broker reported it to me on the 1099-B just to avoid the IRS thinking something wasn't matching correctly even though the final result is correct. You'll have to choose which works best for your purposes.
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