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 MethodCode
First In – First OutFIFO
Maximize Losses / Minimize GainsLGHL
Maximize Long-Term LossesLLTG
Maximize Short-Term LossesLSTG
Maximize Gains / Minimize LossesHGLL
Last In – First OutLIFO
Maximize Long-Term GainHLTG
Maximize Short-Term GainHSTG
Average CostAVGC
Maximize Losses / Minimize Gains, Tax WeightedWLFS
Maximize Gains / Minimize Losses, Tax WeightedWGFS

For detailed descriptions with examples, see What is a tax lot selection method?

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