Timeline for Can my accounting for Tax Basis differ from my broker's
Current License: CC BY-SA 3.0
6 events
| when toggle format | what | by | license | comment | |
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| Aug 16 at 20:03 | comment | added | dave_thompson_085 | For the authority see 26CFR1.1012-1. Unless you still use paper certs, which almost no one does, see (c)(1)(i) (c)(3)(i) and (c)(8): the broker may accept specific identification no later than settlement (which had just become T+2 when you wrote this answer and now is T+1), but every one I've used requires it at or before order entry. | |
| Oct 16, 2018 at 0:28 | vote | accept | Buttle Butkus | ||
| Apr 3, 2017 at 9:56 | comment | added | JTP - Apologise to Monica♦ | I added a quote and link to source. I left in the reference to Pub 550 ch 4, but that doc didn't impress me as clarifying further. | |
| Apr 3, 2017 at 9:55 | history | edited | JTP - Apologise to Monica♦ | CC BY-SA 3.0 |
added 752 characters in body
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| Apr 3, 2017 at 2:00 | comment | added | Buttle Butkus | I assume that's true, but I can't find any documentation specifying that. Do you have a source? | |
| Apr 3, 2017 at 1:58 | history | answered | JTP - Apologise to Monica♦ | CC BY-SA 3.0 |