If I sold a stock that was purchased at various times, do I need to break up each individual transaction?

Forum|Forum|3 months ago
April 15, 2026
1 reply
25 views

No text available

TurboTax Online

JamesG1

Level 15

You do not need to break the single transaction up into multiple transactions.

But you do want to accurately record your purchase price (cost basis) and be able to explain how you constructed the cost basis should a tax authority have a question at a later time.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

fanfare

Level 15

"various times"

shares held one year or less must be reported on Form 8949 Page 1

shares held longer must be reported on Form 8949 Page 2.

This should be easily seen on your consolidated 1099-B.

For both cases you can enter one line with Date Acquired = VARIOUS

@DINUNZIO712

If I sold a stock that was purchased at various times, do I need to break up each individual transaction?

1 reply

Unlock tailored help options in your account

Get answers to all your tax questions

Unlock tailored help options in your account

Get answers to all your tax questions

Sign up

Login with SSO

Let's get you signed in

Login with SSO