@fanfare No prob, and thanks for sticking through the thread with me 🙂
Good to know that there's little chance of audit. The second thing I'm doing is trying to get my broker to put in writing that he had also understood (before the sale had settled) that the most recent lots would be sold at their true basis. Also, Schwab's Cost Basis Change form says in bold:
"Prior sales in your account will not be retroactively processed under the new cost basis method indicated on this form."
The word "sales" certainly is suggestive that prior purchases will be retroactively affected.
Hopefully these two bits of evidence together are enough to satisfy the IRS should they come a-knockin.
