Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Income — Capital Gain or Loss Workout

Holding Period

Case Study 4: Basis and Holding Period (cont.)

The scenario continues. Henry's adjusted basis for the 500 shares of ZZZ Corporation stock he purchased in May 2014 and then sold in February 2024 is $2,550.

Is the holding period for the sold shares short-term or long-term?

Short-term
Long-term


Henry.