Taxes (TAX)

[ypsiCPA]

omegahpla, it would be easiest if you can get help from the brokers. Is there info available online that would detail your gains and losses? (If you can download transactions to Excel, that would be easier to work with than paper records).

If you're doing it yourself, shares sold go with the first shares bought (unless you directed broker otherwise). While you don't need to report each transaction on your tax return, you will need the detail to come up with totals.