I've done the same with Fidelity. You have 3 days or until the trade settles where you can have them [at least at Fidelity] adjust your tax lots. Also, for tax reporting purposes even if you miss...
Type: Posts; User: I_know_nothing
I've done the same with Fidelity. You have 3 days or until the trade settles where you can have them [at least at Fidelity] adjust your tax lots. Also, for tax reporting purposes even if you miss...