Ayala Pharmaceuticals Inc (ADXS)

[bomba_travel]

Hi Reilly,
I'm with Fidelity (web-based basic, no active trader stuff), and I'm pretty sure you can trade specific shares of your individual stock holdings via the main trade dialog box under "Actions". If you select "Specific Shares", you will be taken to an additional dialog box before your order is submitted where you can select number of shares from specific lots.

Even with mutual funds, while the default is FIFO, I believe you can opt to change basis calculations to weighted average.

I've also heard, but cannot confirm.. that under-witholding penalties+interest are waived this year (even if you don't meet the safe harbour rules), due to the tax code changes. IRS at least seems to understand that all those tax changes make this year particularly difficult to plan for wrt taxes.

I myself was planning to trim out a few of my higher basis ADXS shares for tax loss harvesting, and to offset gains from other sources. Undecided, presently..

Best to you!