Anonymous
Not applicable

Investors & landlords

This stock was sold in a single event last year, but the shares were purchased on three different dates. If I "choose the number of times you purchased or received this stock for this particular sale" to be "Two or more times (multiple lots)", I do not get the special situations page for each purchase (entered as details for each purchase as opposed to summary information). All I get for each purchase is "Let's Verify How Long You've Had This Investment", with two holding period choices (short-term and long-term). It's interesting it asks me to confirm this since it should be a given from the dates, but that's neither here nor there. The key point is that there is no special situations page in the "Two or more times [purchases]" flow.

If, instead, I put in the three different purchases as three different distinct sales (all with the same sale date) and for "choose the number of times you purchased or received this stock for this particular sale" to be "One single time (single lot)", I do, indeed, get the special situations page.

I can make do, but it's clunky and confusing (to wit, having spent a day trying to figure out what's going on, with the much appreciated support of this forum). Also, it doesn't match reality, since all three of these lots were sold in a single event.

This seems to be a bug, and I hope this gets fixed for the sake of future folks who run into this.