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Investors & landlords
@fanfare thank you for the reply.
Yes, I never stopped reinvesting dividends, but for the first three years, I participated in the stock agent's DRP. I then closed that account and transferred the (whole) shares to my brokerage investment account, where I continued (and still continue) to reinvest dividends.
I am trying to provide my brokerage account the the cost basis of the shares transferred from the agent's DRP. I have the dates, quantities, and costs of each lot purchased, but I did not specify (and the agent did not indicate) from which lot the fractional share was sold when I closed the agent's DRP account and transferred the whole shares. Pub 550 says (p. 40) if you can't adequately identify the shares you sell, the basis of the securities you sell is the basis of the securities you acquired first.
So my question is: which are the securities I acquired first? Are they the original 100 shares I bought years before starting the DRP, or are they the first lots acquired under the DRP?