FIFO method not always selecting the earliest tax lots
acknowledged
Eric
What is the issue?
Cost basis calculations do not consistently follow the selected FIFO disposal method. Some transactions reference newer acquisition lots instead of earlier eligible lots, and certain transfers display cost basis values that do not match historical acquisition records.
Who is affected?
Accounts where disposal methods have been changed across multiple historical tax years.
What is the workaround?
There is currently no reliable workaround. Affected users may upvote this post to be notified when a fix is released.
Keywords: fifo, tax lots, cost basis, transfers, disposal method
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