- Sent brokerage specific tax lot selections for trades made during Q1'21, within the required T 2 timeframe
- Received cost basis reporting, which appears to be inaccurate in a number of instances, and likely increases my exposure to ST capital gains taxes
- Need a full analysis comparing my tax lot selections (made via email and confirmed by the brokerage) to the cost basis report I received, and determining all inaccuracies
