long_short plugin and separating lots

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Eric Altendorf

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Sep 15, 2023, 7:05:07 PM9/15/23

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I've been using RedS's long_short plugin, but recently realized that in order to report in IRS 8949 style, I not only need to separate the gain amounts into long/short, but the lots (i.e., costs, acquisition date and cost).

One option is to modify the existing plugin to split the transaction into two, one which contains the STCG lots and the other than contains the LT. Any downsides to this, or other approaches anyone would recommend?