Which lots should you sell first?

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Enter your vest lots. Get the sell order, the sale dates, and the year-by-year tax bill for the shares you're selling.

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Your vest lots

4/20
Vest dateSharesBasis $/sh
$
$
$
$

Shares you still hold from each vest, after sell-to-cover. Basis is the share price on vest day (your broker’s lot detail page lists it).

all sources, incl. dividends

$
$

Household income counts toward the net investment income tax (NIIT) threshold, so include investment income.

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