Tax Lot Methods

Information regarding tax lots

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Written by Customer Support
Updated over a week ago

If you purchased your shares on the tZERO Securities platform, your cost basis will be automatically calculated for you. tZERO uses the FIFO tax lot method, and if you wish to report differently to the IRS we advise speaking with a tax specialist

If your account was active prior to February 22nd, 2022, then you may need to reference trading data from the ApexPro Portal. Instructions on access the ApexPro portal can be found here: Click Here

For more information please visit the What Is Cost Basis page: Click Here


For questions regarding your Secondary Trading account, contact support@tzero.com

For questions about investing in a Primary Issuance, contact investor_support@tzero.com

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