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2025, March 8th: Fixes to Optimized HIFO

Will N avatar
Written by Will N
Updated over 4 months ago

❗ This issue applies solely to users that have been using the "Optimized HIFO" Beta method with "Wallet-based cost tracking". If you are not using wallet-based tracking, then this will not affect you.

Prior to this update, Optimized HIFO only supported the universal cost-tracking method. Using Optimized HIFO with wallet-based cost tracking would result in tax lots being selected in an undefined order when transferred between wallets.

We have now added support for wallet-based cost tracking, so that tax lots are selected correctly when transferred between wallets.

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