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If you close one of the positions, the gain or loss will become realized, or completed. To search for a specific position, enter the symbol in the Symbol field provided and click Go. Use the drop-down menu provided to filter your search by covered position or non-covered tax lots. Next to each position, click the Expand button to view individual purchases, or lots. To view this table as an Excel spreadsheet, click the Export to Excel link in the top right corner of the table.

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When you close a position, any gain or loss on that position becomes realized. For each set of shares, or lot, you'll see an opening transaction a buy to open or a sell to open and a closing transaction a buy to close or a sell to close.

Additionally, any disallowed loss from a wash sale will affect your realized losses. If you held the shares in excess of days, it is considered a long-term gain or loss, meaning that you'll be taxed at a lower rate on any gains. Any shares you sold that were held fewer than days would be considered short-term, resulting in a higher tax rate on any gains. Search for a specific lot using the Symbol field or the time frame options provided.

Note that the page defaults to a year-to-date view. Scottrade does not provide tax advice. The material provided in this article is for informational purposes only and Scottrade is not responsible for any errors or omissions. Contribution and income limits are subject to change without notice.

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Please consult your tax or legal advisor s for questions concerning your personal tax or financial situation. Any specific securities, or types of securities, used as examples are for demonstration purposes only. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security or account.

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Please consult your tax or legal advisor for questions concerning your personal tax or financial situation. Investors should consider the investment objectives, charges, expense, and unique risk profile of an exchange-traded fund ETF before investing. A prospectus contains this and other information medvedev on blogs binary options the fund and may be obtained online or by contacting Scottrade.

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Keep in mind, profit will be reduced or loss worsened, as applicable, by the deduction of commissions and fees. Market volatility, volume and system availability may impact account access and trade execution. Keep in mind that while diversification may help spread risk, it does not assure a profit, or protect against loss, in a down market. Third-party websites, research and tools are from sources deemed reliable.

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Search Keywords or Symbol. Open A New Account. Text Resize RSS Print. Acquired Date - The date the position was opened is listed in the Acquired Date column. Holding Period - When a number is displayed, this is a countdown to Long-Term status, which will range anywhere from days to one day.

If the number isfor example, the shares will be categorized as Long-Term days from the current day. When Long Term is displayed, the shares are already categorized as Long-Term. Cost - This tracks the overall cost of the each lot.

If 'Incomplete populates this column, it means that the position has been transferred in from an outside brokerage account and you will need to enter the cost basis information on the Incoming Positions page. The Incoming Positions screen lists all positions that have been transferred in and provides the ability to edit the cost basis for each.

Average Unit Cost - This column identifies the cost per share. This figures is calculated by dividing the Cost in the following column by the quantity in question. It is important to notate that, although an Average Unit Cost is displayed for quick reference, you will not be able to report the cost basis of equities using this figure due to IRS regulations, Instead, you'll use the lot-specific cost to calculate a gain or loss.

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