Tax lot
Glossary ยท Tax concepts
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Definition
One purchase of shares tracked as a unit: its date, share count, and price paid. The engine computes gains, losses, and holding periods per lot when you sell shares.
Glossary ยท Tax concepts
One purchase of shares tracked as a unit: its date, share count, and price paid. The engine computes gains, losses, and holding periods per lot when you sell shares.