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Combine Transfer Lots
You may have one transfer that includes multiple lots of a security. In this case, this setting allows you to either roll all the lots up into one transfer record, or break out each lot as individual transactions.
For example, if you have multiple tax lots within one transfer, you might choose to see the lots individually.
To roll all the lots up into one transfer record, select Combine transfer lots.
In this example, a transfer on 02/24/2017 contained five lots of the same security. With the Combine transfer lots check box selected, all five lots are combined into one line item.
To break out each lot into individual transactions, clear Combine transfer lots.
In this example, a transfer on 02/24/2017 contained five lots of the same security. With the Combine transfer lots check box cleared, each lot is tabulated individually.
This setting applies to the Capital Flows report. For more information on showing transactions in the Capital Flows report, see Show Transactions.