retwiz
New Member

How do I identify how many shares I sold in each lot of a restricted stock transaction?

I sold all of my restricted stock awards after I retired in 2016.  One transaction included multiple lots.  Since my 1099-B doesn't include the shares that I sold to cover taxes when vested, the gains are incorrect because the system is using the FIFO method to calculate gains from stock sales from each lot.  How do I identify how many shares of stock I sold from each lot in a single transaction?  I saw a form somewhere that allowed me to change the method from FIFO but now I don't see it.