topic Tax Lot Selection in After you file

Tax Lot Selection

rkg1051a — Mon, 23 Feb 2026 09:40:57 GMT

By default my broakrage is setup as FIFO. Can I selectively pick LIFO or a specific lot for sale during the same tax year. I mean during the same year some sales can be FIFO, LIFO and specific lots. Thanks

Re: Tax Lot Selection

Mike9241 — Tue, 31 Jan 2023 00:38:12 GMT

you can't change. you should have notified the broker at the time of sale that you wanted to use a specific lot(s)

Re: Tax Lot Selection

rkg1051a — Tue, 31 Jan 2023 01:05:16 GMT

So, during the stock sale ordering process I can specify LIFO or specific lot. I am not bound by same tax lot method for the whole year ?