Depending on applicable regulations or business limitations, specific API requests may not be available for your use.
Tax Terms and Codes
Tax Lot Relief Methods
Tax Lot Relief Method | Code |
---|---|
First In – First Out | FIFO |
Maximize Losses / Minimize Gains | LGHL |
Maximize Long-Term Losses | LLTG |
Maximize Short-Term Losses | LSTG |
Maximize Gains / Minimize Losses | HGLL |
Last In – First Out | LIFO |
Maximize Long-Term Gain | HLTG |
Maximize Short-Term Gain | HSTG |
Average Cost | AVGC |
Maximize Losses / Minimize Gains, Tax Weighted | WLFS |
Maximize Gains / Minimize Losses, Tax Weighted | WGFS |
For detailed descriptions with examples, see What is a tax lot selection method?