--- updatedAt: 2026-08-03T16:15:16.000Z agentTools: projectIndex: https://apidocs.taxbit.com/llms.txt --- # Create Transfer Lots Create Transfer Lots with user-entered cost bases for a transfer-in ("deposit") transaction. # OpenAPI definition ```json { "openapi": "3.0.0", "paths": { "/v1/transfer-lots/transactions/{transactionId}": { "post": { "description": "Create Transfer Lots with user-entered cost bases for a transfer-in (\"deposit\") transaction.", "operationId": "TransferLotsController_createTransferLots", "parameters": [ { "name": "transactionId", "required": true, "in": "path", "description": "Your system's unique identifier for the transaction", "schema": { "type": "string", "example": "TransferInTransaction1234" } } ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/CreateTransferLotsDto" }, "examples": { "whole_body": { "summary": "whole_body", "value": { "effective_datetime": "2023-10-25T00:00:00.000Z", "transfer_lots": [ { "quantity": "0.5", "cost_basis": "20000" }, { "quantity": "0.5", "cost_basis": "30000", "acquisition_transaction_datetime": "2023-10-20T19:18:17.543Z" } ] } }, "default": { "summary": "Example", "value": { "effective_datetime": "2023-10-25T00:00:00.000Z", "transfer_lots": [ { "quantity": "0.5", "cost_basis": "20000", "acquisition_transaction_datetime": "2023-10-20T19:18:17.543Z" } ] } } } } } }, "responses": { "200": { "description": "Post Transfer Lot response", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/CreateTransferLotsResponseDto" }, "examples": { "default": { "summary": "Example", "value": { "status": "success" } } } } } }, "400": { "description": "Validation Error response that can contain either a single error message or an array of error messages.", "content": { "application/json": { "schema": { "oneOf": [ { "type": "object", "properties": { "messages": { "type": "array", "items": { "type": "string" }, "example": [ "Issue 1", "Issue 2" ] } }, "required": [ "messages" ], "additionalProperties": false, "title": "Multiple Error Messages" }, { "type": "object", "properties": { "message": { "type": "string", "example": "Validation Error" } }, "required": [ "message" ], "additionalProperties": false, "title": "Single Error Message" } ] } } } }, "401": { "description": "Unauthorized", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/UnauthorizedErrorResponseDto" } } } }, "403": { "description": "Forbidden", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/ForbiddenErrorResponseDto" } } } }, "404": { "description": "Not Found", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/NotFoundErrorResponseDto" } } } }, "429": { "description": "Too Many Requests", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/TooManyRequestsErrorResponseDto" } } } } }, "security": [ { "bearer": [] } ], "summary": "Create Transfer Lots", "tags": [ "Inventory" ] } } }, "info": { "title": "API", "description": "", "version": "1.2.0", "contact": {} }, "servers": [ { "url": "https://api.multi1.enterprise.taxbit.com" }, { "url": "https://api.eutax1.enterprise.taxbit.com" } ], "components": { "securitySchemes": { "bearer": { "scheme": "bearer", "bearerFormat": "JWT", "type": "http" } }, "schemas": { "UnauthorizedErrorResponseDto": { "type": "object", "properties": { "error": { "description": "Error name for the rejected request", "type": "string", "example": "Unauthorized" }, "message": { "description": "Reason the bearer token was rejected", "type": "string", "example": "Unauthorized Error" } }, "required": [ "message" ], "additionalProperties": false }, "ForbiddenErrorResponseDto": { "type": "object", "properties": { "Message": { "description": "Explicit-deny message returned when the caller is not authorized for the resource.", "type": "string", "example": "User is not authorized to access this resource with an explicit deny" } }, "required": [ "Message" ], "additionalProperties": false }, "TooManyRequestsErrorResponseDto": { "type": "object", "properties": { "error": { "description": "Error code emitted when the caller exceeds its rate limit", "type": "string", "example": "rate_limit_exceeded" }, "message": { "description": "How long to wait before retrying", "type": "string", "example": "Rate limit exceeded. Please retry after 30 seconds." } }, "required": [ "error", "message" ], "additionalProperties": false }, "NotFoundErrorResponseDto": { "type": "object", "properties": { "error": { "description": "Error message indicating the object was not found", "type": "string", "example": "Not Found" }, "message": { "description": "Which object could not be found", "type": "string", "example": "Object with id cannot be found" } }, "required": [ "error", "message" ], "additionalProperties": false }, "CreateTransferLotsDto": { "type": "object", "properties": { "effective_datetime": { "title": "Effective Datetime", "description": "ISO-8601 timestamp representing the date from which the user-entered cost basis information should be applied. If not provided, user-entered cost basis information is effective at time of deposit.", "format": "date-time", "type": "string", "example": "2023-10-25T00:00:00.000Z" }, "transfer_lots": { "type": "array", "items": { "type": "object", "properties": { "quantity": { "type": "string", "title": "Quantity", "description": "Amount of the asset being transferred.", "format": "decimal", "example": "0.5" }, "cost_basis": { "type": "string", "title": "Cost basis", "description": "Non-negative cost basis (value of the lot at acquisition). A negative value is rejected with a 400.", "format": "decimal", "example": "123.12" }, "acquisition_transaction_datetime": { "title": "Acquisition datetime", "description": "ISO-8601 timestamp representing when the lot was acquired.", "format": "date-time", "type": "string", "example": "2023-10-20T19:18:17.543Z" } }, "required": [ "quantity", "cost_basis" ], "additionalProperties": false }, "title": "Transfer Lots", "description": "List of transfer lots to be created for the transfer-in transaction. If any lots already exist the new lots replace them." } }, "required": [ "transfer_lots" ], "example": { "effective_datetime": "2023-10-25T00:00:00.000Z", "transfer_lots": [ { "quantity": "0.5", "cost_basis": "20000" }, { "quantity": "0.5", "cost_basis": "30000", "acquisition_transaction_datetime": "2023-10-20T19:18:17.543Z" } ] }, "additionalProperties": false }, "CreateTransferLotsResponseDto": { "type": "object", "properties": { "status": { "type": "string", "example": "success" } }, "additionalProperties": false } } }, "security": [ { "bearer": [] } ] } ``` # Sibling pages * [Inventory Lots and Summary for a Single Asset](https://apidocs.taxbit.com/reference/get_inventory.md) * [List Inventory Summary for all Assets](https://apidocs.taxbit.com/reference/get_inventory-summaries.md) * [Get Transfer Lots](https://apidocs.taxbit.com/reference/get_transfer-lots-transactions-transaction-id.md) * [Delete Transfer Lots](https://apidocs.taxbit.com/reference/delete_transfer-lots-transactions-transaction-id.md) * [Get Transfer Lots for Multiple Transactions](https://apidocs.taxbit.com/reference/get_transfer-lots-transactions.md)