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Schwab issues with HP-related employee stock   (Jun 24, 2024)  Question? Email: info@hpalumni.org

Cost Basis. can you correct your broker's records to include lot-by-lot cost basis data?

"Cost Basis Fact Sheet"
https://www.schwab.com/public/file/P-5799523   [link updated Jun 24, 2024]
Call them. "Want to confirm or adjust your current cost basis method? Talk with your Schwab Financial Consultant."

https://www.schwab.com/learn/story/save-on-taxes-know-your-cost-basis#  [link checked Jun 24, 2024]
(We don't have any member reports as to how well this works in practice.)

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