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They said that, if I had had a broker make the trade, I could have sold shares vs. certain purchase dates, but as I had already made the trade, it was too late. There is no mechanism through the web site for specifying shares.

As I understand it, the reason you don't have to specify shares on the web is that is doesn't matter.

Just list the shares with the old purchase date under long-term capital gains and list the new shares under short-term capital gains and losses.

Gary the PhotoPhool
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