Is there a report that will show the individual lots that are sold in a transaction?

Jeffrey Kirk · April 2020

I couldn't find one. Any help?
Thanks in advance.

J_Mike · April 2020

The Capital Gains Report displays the Date Acquired and Date Sold info - the Date Acquired identifying the lot.
You can customize the report for All Dates and a specific Account and Security to Geta chronological summary for any given security.

Not sure this is the format your looking for but give it a look-see.

NotACPA · April 2020

No, because once a lot is sold, it's GONE, and there's no record of it.

You'd need to review your SALE transactions for the security, one by one, to determine this.

J_Mike · April 2020

The Capital Gains Report displays the Date Acquired and Date Sold info - the Date Acquired identifying the lot.
You can customize the report for All Dates and a specific Account and Security to Geta chronological summary for any given security.

Not sure this is the format your looking for but give it a look-see.

Jeffrey Kirk · April 2020

Thank you J Mike. This is just what I am looking for.

Is there a report that will show the individual lots that are sold in a transaction?

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