InvestorsHub Logo
Boards
News
Market Data
Markets
Discover
Discover
AI Subscribe Login/Register account icon
S&P 500
5,713.64
(
1.70%
)
US TECH 100
19,304.80
(
2.37%
)
Dow Jones
42,025.19
(
1.26%
)
Brent Oil
74.11
(
-0.29%
)
Bitcoin
63,861.58
(
1.45%
)
Post# of 6299
Next 10
Reply Private New
Public Reply Private Reply New Post
Keep Last Read
Keep Next 10 Report Keyboard Shortcuts
Next 10 Prev Next

Eli's Gone

Send PM Follow Ignore
Followers 189
Posts 90309
Boards Moderated 4
Alias Born 07/18/2006

Eli's Gone

Member Level

Re: Matrix999 post# 4627

Thursday, 01/05/2017 2:48:56 PM

Thursday, January 05, 2017 2:48:56 PM

Post# of 6299
Yes, you can specify trade lots...specification is done on unsettled trades...

in TD Ameritrade, during the window starting with the day after the trade until trade settlement day---you can go in and specify which lots you want settled on that trade...if you do nothing, the system will use whatever method is your default i.e. first in first out, etc...

don't know anything about Scottrade, but these instructions may help in your case: GL

https://www.scottrade.com/knowledge-center/help-how-to/client-website/tax-information/gain-loss-tax-center/setting-a-tax-strategy.html

see "versus purchase" here"

https://www.scottrade.com/knowledge-center/investment-education/learn-the-basics/cost-basis/tax-strategies.html

Public Reply Private Reply New Post
Keep Last Read
Keep Last Read Next 10 Report Keyboard Shortcuts
Next 10 Prev Next
Join InvestorsHub

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.

Sign Up