Reasercher59, as you said the cost basis is shown by lot. I have to be honest since I generally sell my whole position more times than not, never looked into the tax feautures because it never really applies to me. Hope this helps. All is just my opinion, and I could always be wrong though.
Schwab - I just noticed one good thing regarding the transfer over from Ameritrade to Schwab, and that is the mandatory corporate actions/reorganization events fee will be going bye-bye. Unfortunately it looks like the $4.95 commission for otc trades will be going up to $6.95.
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