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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.
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‎June 5, 2019
3:40 PM