tax lot


A record of all transactions and their tax implications involving a particular security in a portfolio. Recording the taxable purchase date provides the holder with the option of specifying exactly which shares to sell at a later date in order to reap tax advantages.

Use tax lot in a sentence

You should try to make sure that you can find everything you need for your tax lot and do it correctly.

​ Was this Helpful? YES  NO 9 people found this helpful.

The tax lot showed all of the transactions and that was good because we needed a way to see all of our history.

​ Was this Helpful? YES  NO 6 people found this helpful.

Fred, a savvy investor, always spends extra time studying the Tax Lot of all of his transactions to make sure that he reaps the maximum tax benefit from the structuring of his transactions.

​ Was this Helpful? YES  NO 8 people found this helpful.

Show more usage examples...

Browse Definitions by Letter: # A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
tax loss harvesting tax map