@DFurciniti
any mutual fund shares sold but held for one year or less are ST.
The fund company is required to track this and report it on 1099-B for you.
Any mutual fund shares sold but purchased after 2013 (or thereabouts) are LT if held more than a year.
The fund company is required to track this and report it on 1099-B for you.
That leaves only shares you purchased before 2013 ( or thereabouts) for which the fund company may not know your basis. Those must all be LT shares if you sold in 2021.
Shares are sold First In, First Out.
What does your 1099-B statement for the SELL of this mutual fund say ?
If you sold all shares you should see "report with Box A checked", and "report with Box D checked" and possibly "report with Box E checked" for the earliest shares.
