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

kga378 · February 2020

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 · February 2020

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 · February 2020

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 · February 2020

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

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

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