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Strategies & Market Trends : Income Taxes and Record Keeping ( tax )
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To: lavalamp who wrote (170)11/3/1997 12:03:00 PM
From: Colin Cody  Read Replies (1) of 5810
 
Lava, You wrote: "You may use the e.Schwab software to designate the shares sold, by matching tax lots for the position, after the trade executes. To match tax lots, and to designate the shares that you have sold, follow the instructions below."
They then repeat what is in the e.Schwab User Guide on pp.77-80 which details how you can match tax lots, or use fifo, or lifo, and how you can manually change what you previously matched ."
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This is what I posted in reply #165:
(2) Indentification by brokerage on the sales confirmation, even if the broker sells other stock certificaters (for instance, in error). OR in a reasonable time thereafter the broker the broker indicates in a written document the stock identified as sold.again even if the broker sells other stock certificaters (for instance, in error).
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I do not see the conflict you are talking about?.
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Schwab has stated what the Reg I posted says.
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Colin
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