stock sales, can I lump all tax lots together to report, or must I report tax lots sales separately?

[TomYoung · Accepted solution]

While you must report each distinct sale - except for sale in sales categories A and D where you're not changing the broker-reported basis - there's no need to enter each and every lot of stock that makes up the sale for basis reporting purposes.  If you look at Form 8949

https://www.irs.gov/pub/irs-pdf/f8949.pdf

you can see that all that's reported to the IRS is a lump sum amount of basis.

Tom Young