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  1. Click Specify Lots in the Sell transaction.
  2. Select Auto Select for lot assignment options:
    • FIFO - This option will select the first lot as the one to use for the sale.
    • LIFO - This option will select the last lot as the one to use for the sale.
    • Minimum Gain - This option will select the lot that will result in the smallest amount of gain.
    • Maximum Gain - This option will select the lot that will result in the largest amount of gain.
    • Custom - This option appears when selecting different lots for sale that don't match any of the other options.
  3. You can also enter the number of shares to sell for each lot under the Shares to Sell column.

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