Every time shares of a stock, mutual fund or ETF are purchased, that transaction is given
a share lot ID, also referred to as a tax lot ID.
If you invest money every month into a specific mutual fund, there will be separate
share lot IDs for every purchase.
Not exact matches
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That transaction is given a unique tax
lot ID so you and the IRS can track those
shares separately from other Ford stock you might buy later.
If, like the Ford example earlier, you only bought 1,000
shares of Ford, there is only one
lot ID to choose.
It all depends on your existing capital gain / loss, how a
lot ID sale changes that capital gain / loss, the potential for future capital gain / loss on remaining unsold
shares, and your tax rate.
So will the number of
lot IDs to choose from when you finally start selling
shares.
If you buy 100
shares of XYZ fund, those 100
shares are given a unique tax
lot ID.
Each time you purchase a stock, that position is given a tax
lot id, even if you already own
shares of the same stock.
Every time you buy a stock, whether it's one
share or 1,000
shares, that stock purchase is given a tax
lot ID.