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REDDIT

Covered call assigned on mix of long and short term shares, is this tax calculation correct?

C
Jun 4, 2026 · 15:16

Say I have 50 shares ive owned for more than 1 year, and 50 shares less than 1 year. I then sell a covered call which gets assigned.

The premium is simply added to the stocks sale price, so does that mean I get the long term capital gains rate on 50 shares and the short term rate on the other 50?