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People might have seen the Capital Gains Report in Quicken. Well, in that, the lot is broken into separate lots if bought or sold on different days.

Can anyone advice that should we show the selling price in "grouped" lots even if they were bought on separate occasions, and show the amount similar to what is shown in the 1099-B,

or it is OK to show separate, what IRS wants is that the total selling price on 1099-B and Scd D should match.

For Ex. I buy STOCK A on 01/15/99 100 @ 30 and on 01/31/99 150 @ 25

I sell on 02/15/99 the complete 250 @ 50 in one lot and pay $100 as commission. Now this means the 1099-B would show the Sale price as 250*50 - 100 = $12,400

My cost was $3000+100=$3100 & $3750+100=$3850.

So should I show this as:

250 sh STOCK A various 02/15/99 12400 6950 +5450


100 sh STOCK A 01/15/99 02/15/99 4900 3100 +1800
150 sh STOCK A 01/31/99 02/15/99 7500 3850 +3650

Please advise

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