sale of shares's Avatar

26 Feb, 2024 08:40 PM

I recently sold some shares in a mutual fund which I have purchased in separate lots through dividend reinvestment over many years. In entering the gross sale I am asked to select which specific shares are to be included in the Sale. I find no opportunity to select a method such as FIDO or average. Instead it appears that I must type in a number for each purchase lot. Am I missing something? Is there no way to select whole purchase lots other than typing in the lot size.

  1. 1 Posted by Stuart Beesley ... on 26 Feb, 2024 09:35 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Correct. It’s all manual in MD. (Unless you use toolbox and it’s feature to allocate based on FIFO).

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