How can I see which stock lots were sold in one sales transaction

kga378

I have an Employee Stock Purchase plan with purchases every few weeks from 1980 to 2000. Each transaction is entered in Quicken with the correct cost basis. I have three sales, one in 2011, one in 2013, and one in 2019. I'm preparing my 2019 tax return (USA), all entered in Quicken as well. I can't recall exactly how I entered the sales transactions.

How can I tell, from looking at Quicken sales transaction, which lots (or fraction of a lot) was sold in each transaction? If it turns out there is any error, how can I fix it?

markus1957

In the register, click the edit button on the Sold transaction of interest. In the window that pops up is a Specify Lots button that will spawn another window from which you can view or edit the lots sold.

markus1957

In the register, click the edit button on the Sold transaction of interest. In the window that pops up is a Specify Lots button that will spawn another window from which you can view or edit the lots sold.

q_lurker

You can also generate a capital gains report customized to that specific security and the time frame of interest (2011 - 2019).