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STOCK WARRANTS
An example is the American International Group warrant which trades as ticker symbol AIGWS. It has a subscription price of $45 and willexpire 1/19/2021.
COST BASIS - SPINOFFS How to adjust your stock cost basis for spinoffs, both tax-free and taxable. Free calculator to compute gain or loss on cash in lieu offractional shares.
STOCK MERGERS
In an "all stock" merger, the exchange ratio can result in a fraction of a share being owed to the owner of stock in the acquired company. Rather than issue a portion of a share, the investor is paid "cash in lieu" of a fractional share. MASTER LIMITED PARTNERSHIPS A Master Limited Partnership (MLP) is a publicly traded partnership which meets the IRS requirements to be taxed as a partnership. The income is passed through on a Form K-1 to be taxed on the share-holder's individual income tax return. COST BASIS - SPINOFFS TAX-FREE SPINOFFS: After a spinoff, you own stock in two different companies. If it is a tax-free spinoff (also called a Section 368 reorganization), you have to allocate the cost basis you had in the original parent company to the two stocks you now own--the parent andthe new spinoff.
GOLD & SILVER CALCULATORS Calculators for Commodity ETFs stock symbols GLD, IAU, and SLV to compute investment expenses and capital gain/loss recognized at each expense payment date.GM BOND BANKRUPTCY
The bankruptcy filing by General Motors affected many investors. Unfortunately, the common shares of stock had no value after the GM bankruptcy reorganization was approved by the courts, However, the GM bondholders did receive some bankruptcy proceeds from Motors Liquidation Company in the form of four different securities on fourdistribution dates.
PHILIP MORRIS INTL SPINOFF BY ALTRIA Use our handy spinoff calculator to compute your new cost basis and the gain or loss on any "cash in lieu" of fractional shares payment. Just click on the image of the spinner to the right and then select "Philip Morris International" from the drop-down menu. COST BASIS - HOMEHOMECALCULATORSSTOCKSABOUT USRECOMMENDEDDEMUTUALIZATION SHARES What is cost basis? It is the term used for the tax cost of an asset. It usually starts out as the purchase price (plus commissions and fees) but "stuff" happens that can cause your basis to change. COST BASIS - PERSONAL RESIDENCE Recurring items such as painting are considered repairs and maintenance, not additions to your cost basis. 4. Indirect Improvements.For owners of condominiums, many improvements are made indirectly and paid for through condo dues, either regular monthly or special assessments.STOCK WARRANTS
An example is the American International Group warrant which trades as ticker symbol AIGWS. It has a subscription price of $45 and willexpire 1/19/2021.
COST BASIS - SPINOFFS How to adjust your stock cost basis for spinoffs, both tax-free and taxable. Free calculator to compute gain or loss on cash in lieu offractional shares.
STOCK MERGERS
In an "all stock" merger, the exchange ratio can result in a fraction of a share being owed to the owner of stock in the acquired company. Rather than issue a portion of a share, the investor is paid "cash in lieu" of a fractional share. MASTER LIMITED PARTNERSHIPS A Master Limited Partnership (MLP) is a publicly traded partnership which meets the IRS requirements to be taxed as a partnership. The income is passed through on a Form K-1 to be taxed on the share-holder's individual income tax return. COST BASIS - SPINOFFS TAX-FREE SPINOFFS: After a spinoff, you own stock in two different companies. If it is a tax-free spinoff (also called a Section 368 reorganization), you have to allocate the cost basis you had in the original parent company to the two stocks you now own--the parent andthe new spinoff.
GOLD & SILVER CALCULATORS Calculators for Commodity ETFs stock symbols GLD, IAU, and SLV to compute investment expenses and capital gain/loss recognized at each expense payment date.GM BOND BANKRUPTCY
The bankruptcy filing by General Motors affected many investors. Unfortunately, the common shares of stock had no value after the GM bankruptcy reorganization was approved by the courts, However, the GM bondholders did receive some bankruptcy proceeds from Motors Liquidation Company in the form of four different securities on fourdistribution dates.
PHILIP MORRIS INTL SPINOFF BY ALTRIA Use our handy spinoff calculator to compute your new cost basis and the gain or loss on any "cash in lieu" of fractional shares payment. Just click on the image of the spinner to the right and then select "Philip Morris International" from the drop-down menu.COST BASIS - HOME
What is cost basis? It is the term used for the tax cost of an asset. It usually starts out as the purchase price (plus commissions and fees) but "stuff" happens that can cause your basis to change.AMORTIZATION TOOLS
Generate an amortization table for your bond or note bought at a discount or premium. Calculate your cost basis for tax purposes. Example for premium amortization of tax-exempt bond with multiple call dates and call prices. COST BASIS - STOCK RIGHTS You received 41.66667 ADS rights in the HSBC rights offering (100 ADS shares x 5 ADS rights per 12 ADS shares = 41.66667). No partial rights were issued, but cash in lieu of fractional rights was paid at the rate of $8.51 per stock right. COST BASIS - BONDS AND NOTES How to determine the cost basis of your bond or note. It depends on three factors: (1) whether it is a taxable or tax-exempt bond or note; (2) whether it was purchased at par, at a premium, or at a discount; and (3) whether it matured or you sold it prior to maturity. COST BASIS - STOCK SPLITS A corporation may have declared a stock split or reverse split during the period of time that you owned it. To properly account for your cost basis, you need MASTER LIMITED PARTNERSHIPS A Master Limited Partnership (MLP) is a publicly traded partnership which meets the IRS requirements to be taxed as a partnership. The income is passed through on a Form K-1 to be taxed on the share-holder's individual income tax return.COST BASIS - GNMA'S
Here's an example of how the tax accounting works for GNMA's: On 1/1/2007, you bought $50,000 of a GNMA 7.00% pool due 12/31/2027 at aprice
DIVIDENDS PAID IN STOCK Recently, quite a few REIT's (real estate investment trusts) have paid dividends in stock in the form of "payment in kind," "payable in kind," or "PIK" dividends. CASH IN LIEU OF FRACTIONAL SHARES "Cash in Lieu" payments are often received by investors and appear as "CIL" on the Form 1099-B report of sales proceeds at year end. These are payments received for TIME WARNER CABLE SPINOFF A complicating factor with this spinoff was the reverse split of 1 share for every 3 shares owned that occurred in both Time Warner Inc(TWX)
COST BASIS - PERSONAL RESIDENCE For many people, the largest single investment they own is their personal residence. Computing the cost basis for your. personal residence involves seven. factors: 1. COST BASIS - STOCK RIGHTS Your cost basis for 41 full stock rights is 41 divided by 41.66667 x $1001.00 = $984.98. You received $5.67 cash in lieu payment for your .66667 fractional right. Your capital (loss) on the cash in lieu payment is $5.67 minus $16.02 = ($10.35) Your new cost basis for the100 HSBC ADSs is
STOCK WARRANTS
An example is the American International Group warrant which trades as ticker symbol AIGWS. It has a subscription price of $45 and willexpire 1/19/2021.
COST BASIS - BONDS AND NOTES How to determine the cost basis of your bond or note. It depends on three factors: (1) whether it is a taxable or tax-exempt bond or note; (2) whether it was purchased at par, at a premium, or at a discount; and (3) whether it matured or you sold it prior to maturity. COST BASIS - SPINOFFSCOST BASIS IN STOCKSCOST BASIS SPINOFF CALCULATORSTOCK SPINOFF COST BASIS CALCULATORTAX BASIS IN STOCK TAX-FREE SPINOFFS: After a spinoff, you own stock in two different companies. If it is a tax-free spinoff (also called a Section 368 reorganization), you have to allocate the cost basis you had in the original parent company to the two stocks you now own--the parent andthe new spinoff.
STOCK MERGERS
In an "all stock" merger, the exchange ratio can result in a fraction of a share being owed to the owner of stock in the acquired company. Rather than issue a portion of a share, the investor is paid "cash in lieu" of a fractional share. MASTER LIMITED PARTNERSHIPS A Master Limited Partnership (MLP) is a publicly traded partnership which meets the IRS requirements to be taxed as a partnership. The income is passed through on a Form K-1 to be taxed on the share-holder's individual income tax return. COST BASIS - RETURN OF CAPITAL PAYMENTS of $13.00 for the one tax lot that you own. Your new cost basis is your original purchase price of $6,500.00 less the return of. capital payments of $200 and $120 received in 2006 and 2007. Thus, your adjusted. cost basis is $6,180.00 and your capital gain is $1,600.00 ($7,780.00 less $6,180.00). CASH IN LIEU OF FRACTIONAL SHARES "Cash in Lieu" payments are often received by investors and appear as "CIL" on the Form 1099-B report of sales proceeds at year end. These are payments received forGM BOND BANKRUPTCY
The bankruptcy filing by General Motors affected many investors. Unfortunately, the common shares of stock had no value after the GM bankruptcy reorganization was approved by the courts, However, the GM bondholders did receive some bankruptcy proceeds from Motors Liquidation Company in the form of four different securities on fourdistribution dates.
COST BASIS - PERSONAL RESIDENCE For many people, the largest single investment they own is their personal residence. Computing the cost basis for your. personal residence involves seven. factors: 1. COST BASIS - STOCK RIGHTS Your cost basis for 41 full stock rights is 41 divided by 41.66667 x $1001.00 = $984.98. You received $5.67 cash in lieu payment for your .66667 fractional right. Your capital (loss) on the cash in lieu payment is $5.67 minus $16.02 = ($10.35) Your new cost basis for the100 HSBC ADSs is
STOCK WARRANTS
An example is the American International Group warrant which trades as ticker symbol AIGWS. It has a subscription price of $45 and willexpire 1/19/2021.
COST BASIS - BONDS AND NOTES How to determine the cost basis of your bond or note. It depends on three factors: (1) whether it is a taxable or tax-exempt bond or note; (2) whether it was purchased at par, at a premium, or at a discount; and (3) whether it matured or you sold it prior to maturity. COST BASIS - SPINOFFSCOST BASIS IN STOCKSCOST BASIS SPINOFF CALCULATORSTOCK SPINOFF COST BASIS CALCULATORTAX BASIS IN STOCK TAX-FREE SPINOFFS: After a spinoff, you own stock in two different companies. If it is a tax-free spinoff (also called a Section 368 reorganization), you have to allocate the cost basis you had in the original parent company to the two stocks you now own--the parent andthe new spinoff.
STOCK MERGERS
In an "all stock" merger, the exchange ratio can result in a fraction of a share being owed to the owner of stock in the acquired company. Rather than issue a portion of a share, the investor is paid "cash in lieu" of a fractional share. MASTER LIMITED PARTNERSHIPS A Master Limited Partnership (MLP) is a publicly traded partnership which meets the IRS requirements to be taxed as a partnership. The income is passed through on a Form K-1 to be taxed on the share-holder's individual income tax return. COST BASIS - RETURN OF CAPITAL PAYMENTS of $13.00 for the one tax lot that you own. Your new cost basis is your original purchase price of $6,500.00 less the return of. capital payments of $200 and $120 received in 2006 and 2007. Thus, your adjusted. cost basis is $6,180.00 and your capital gain is $1,600.00 ($7,780.00 less $6,180.00). CASH IN LIEU OF FRACTIONAL SHARES "Cash in Lieu" payments are often received by investors and appear as "CIL" on the Form 1099-B report of sales proceeds at year end. These are payments received forGM BOND BANKRUPTCY
The bankruptcy filing by General Motors affected many investors. Unfortunately, the common shares of stock had no value after the GM bankruptcy reorganization was approved by the courts, However, the GM bondholders did receive some bankruptcy proceeds from Motors Liquidation Company in the form of four different securities on fourdistribution dates.
COST BASIS - HOME
It is the term used for the tax cost of an asset. It usually starts out as the purchase price (plus commissions and fees) but "stuff" happens that can cause your basis to change. Things called corporate actions can occur such as stock spinoffs, mergers, splits, split-offs, rights, or return of capital, all of which affect your cost basis. COST BASIS - BONDS AND NOTES How to determine the cost basis of your bond or note. It depends on three factors: (1) whether it is a taxable or tax-exempt bond or note; (2) whether it was purchased at par, at a premium, or at a discount; and (3) whether it matured or you sold it prior to maturity. COST BASIS - STOCK RECEIVED AS AN IRA DISTRIBUTION distributions. If you choose to take a distribution in the form of stock, your cost basis per share. is the average trading price on the date of distribution from your Traditional IRA. This is the amount that will be reported to you as taxable income from IRA. distributions on your Form 1099-R at the end of the tax year. COST BASIS - SPINOFFS Sometimes a spinoff is a taxable transaction where taxable income is reported on. your Form 1099. In this case, your cost basis in the spinoff shares is NOT an. allocation of a portion of your cost basis in the parent company. Instead, your. cost basis is the amountSTOCK MERGERS
In an "all stock" merger, the exchange ratio can result in a fraction of a share being owed to the owner of stock in the acquired company. Rather than issue a portion of a share, the investor is paid "cash in lieu" of a fractional share. COST BASIS - RETURN OF CAPITAL PAYMENTS of $13.00 for the one tax lot that you own. Your new cost basis is your original purchase price of $6,500.00 less the return of. capital payments of $200 and $120 received in 2006 and 2007. Thus, your adjusted. cost basis is $6,180.00 and your capital gain is $1,600.00 ($7,780.00 less $6,180.00). MASTER LIMITED PARTNERSHIPS A Master Limited Partnership (MLP) is a publicly traded partnership which meets the IRS requirements to be taxed as a partnership. The income is passed through on a Form K-1 to be taxed on the share-holder's individual income tax return. DIVIDENDS PAID IN STOCK Dividends Paid in Stock. Sometimes you may receive additional shares of stock in a company you already own as a dividend instead of receiving a cash dividend. When it is a small percentage, usually less than ten percent, it is often referred to as a stock dividend rather than a stock split. Stock dividends are usually non-taxable. AVERAGE COST SINGLE CATEGORY COST BASIS WORKSHEET A B C D A B C D E F G H I J K L M Purchase Average Cost Number of Cost Basis of Sales Gain or Date of Date This Purchase Cumulative This Purchase Cumulative Per Share SharesCOSTBASIS.COM
Sometimes corporations return cash to stockholders in a capital repayment which is a "deemed redemption" even though no shares of stock were sold.In a normal return of capital, the payment is applied first to cost basis and any excess is capital gain. COST BASIS - PERSONAL RESIDENCE For many people, the largest single investment they own is their personal residence. Computing the cost basis for your. personal residence involves seven. factors: 1. COST BASIS - STOCK RIGHTS Your cost basis for 41 full stock rights is 41 divided by 41.66667 x $1001.00 = $984.98. You received $5.67 cash in lieu payment for your .66667 fractional right. Your capital (loss) on the cash in lieu payment is $5.67 minus $16.02 = ($10.35) Your new cost basis for the100 HSBC ADSs is
STOCK WARRANTS
An example is the American International Group warrant which trades as ticker symbol AIGWS. It has a subscription price of $45 and willexpire 1/19/2021.
COST BASIS - BONDS AND NOTES How to determine the cost basis of your bond or note. It depends on three factors: (1) whether it is a taxable or tax-exempt bond or note; (2) whether it was purchased at par, at a premium, or at a discount; and (3) whether it matured or you sold it prior to maturity. COST BASIS - SPINOFFSCOST BASIS IN STOCKSCOST BASIS SPINOFF CALCULATORSTOCK SPINOFF COST BASIS CALCULATORTAX BASIS IN STOCK TAX-FREE SPINOFFS: After a spinoff, you own stock in two different companies. If it is a tax-free spinoff (also called a Section 368 reorganization), you have to allocate the cost basis you had in the original parent company to the two stocks you now own--the parent andthe new spinoff.
STOCK MERGERS
In an "all stock" merger, the exchange ratio can result in a fraction of a share being owed to the owner of stock in the acquired company. Rather than issue a portion of a share, the investor is paid "cash in lieu" of a fractional share. MASTER LIMITED PARTNERSHIPS A Master Limited Partnership (MLP) is a publicly traded partnership which meets the IRS requirements to be taxed as a partnership. The income is passed through on a Form K-1 to be taxed on the share-holder's individual income tax return. COST BASIS - RETURN OF CAPITAL PAYMENTS of $13.00 for the one tax lot that you own. Your new cost basis is your original purchase price of $6,500.00 less the return of. capital payments of $200 and $120 received in 2006 and 2007. Thus, your adjusted. cost basis is $6,180.00 and your capital gain is $1,600.00 ($7,780.00 less $6,180.00). CASH IN LIEU OF FRACTIONAL SHARES "Cash in Lieu" payments are often received by investors and appear as "CIL" on the Form 1099-B report of sales proceeds at year end. These are payments received forGM BOND BANKRUPTCY
The bankruptcy filing by General Motors affected many investors. Unfortunately, the common shares of stock had no value after the GM bankruptcy reorganization was approved by the courts, However, the GM bondholders did receive some bankruptcy proceeds from Motors Liquidation Company in the form of four different securities on fourdistribution dates.
COST BASIS - PERSONAL RESIDENCE For many people, the largest single investment they own is their personal residence. Computing the cost basis for your. personal residence involves seven. factors: 1. COST BASIS - STOCK RIGHTS Your cost basis for 41 full stock rights is 41 divided by 41.66667 x $1001.00 = $984.98. You received $5.67 cash in lieu payment for your .66667 fractional right. Your capital (loss) on the cash in lieu payment is $5.67 minus $16.02 = ($10.35) Your new cost basis for the100 HSBC ADSs is
STOCK WARRANTS
An example is the American International Group warrant which trades as ticker symbol AIGWS. It has a subscription price of $45 and willexpire 1/19/2021.
COST BASIS - BONDS AND NOTES How to determine the cost basis of your bond or note. It depends on three factors: (1) whether it is a taxable or tax-exempt bond or note; (2) whether it was purchased at par, at a premium, or at a discount; and (3) whether it matured or you sold it prior to maturity. COST BASIS - SPINOFFSCOST BASIS IN STOCKSCOST BASIS SPINOFF CALCULATORSTOCK SPINOFF COST BASIS CALCULATORTAX BASIS IN STOCK TAX-FREE SPINOFFS: After a spinoff, you own stock in two different companies. If it is a tax-free spinoff (also called a Section 368 reorganization), you have to allocate the cost basis you had in the original parent company to the two stocks you now own--the parent andthe new spinoff.
STOCK MERGERS
In an "all stock" merger, the exchange ratio can result in a fraction of a share being owed to the owner of stock in the acquired company. Rather than issue a portion of a share, the investor is paid "cash in lieu" of a fractional share. MASTER LIMITED PARTNERSHIPS A Master Limited Partnership (MLP) is a publicly traded partnership which meets the IRS requirements to be taxed as a partnership. The income is passed through on a Form K-1 to be taxed on the share-holder's individual income tax return. COST BASIS - RETURN OF CAPITAL PAYMENTS of $13.00 for the one tax lot that you own. Your new cost basis is your original purchase price of $6,500.00 less the return of. capital payments of $200 and $120 received in 2006 and 2007. Thus, your adjusted. cost basis is $6,180.00 and your capital gain is $1,600.00 ($7,780.00 less $6,180.00). CASH IN LIEU OF FRACTIONAL SHARES "Cash in Lieu" payments are often received by investors and appear as "CIL" on the Form 1099-B report of sales proceeds at year end. These are payments received forGM BOND BANKRUPTCY
The bankruptcy filing by General Motors affected many investors. Unfortunately, the common shares of stock had no value after the GM bankruptcy reorganization was approved by the courts, However, the GM bondholders did receive some bankruptcy proceeds from Motors Liquidation Company in the form of four different securities on fourdistribution dates.
COST BASIS - HOME
It is the term used for the tax cost of an asset. It usually starts out as the purchase price (plus commissions and fees) but "stuff" happens that can cause your basis to change. Things called corporate actions can occur such as stock spinoffs, mergers, splits, split-offs, rights, or return of capital, all of which affect your cost basis. COST BASIS - BONDS AND NOTES How to determine the cost basis of your bond or note. It depends on three factors: (1) whether it is a taxable or tax-exempt bond or note; (2) whether it was purchased at par, at a premium, or at a discount; and (3) whether it matured or you sold it prior to maturity. COST BASIS - STOCK RECEIVED AS AN IRA DISTRIBUTION distributions. If you choose to take a distribution in the form of stock, your cost basis per share. is the average trading price on the date of distribution from your Traditional IRA. This is the amount that will be reported to you as taxable income from IRA. distributions on your Form 1099-R at the end of the tax year. COST BASIS - SPINOFFS Sometimes a spinoff is a taxable transaction where taxable income is reported on. your Form 1099. In this case, your cost basis in the spinoff shares is NOT an. allocation of a portion of your cost basis in the parent company. Instead, your. cost basis is the amountSTOCK MERGERS
In an "all stock" merger, the exchange ratio can result in a fraction of a share being owed to the owner of stock in the acquired company. Rather than issue a portion of a share, the investor is paid "cash in lieu" of a fractional share. COST BASIS - RETURN OF CAPITAL PAYMENTS of $13.00 for the one tax lot that you own. Your new cost basis is your original purchase price of $6,500.00 less the return of. capital payments of $200 and $120 received in 2006 and 2007. Thus, your adjusted. cost basis is $6,180.00 and your capital gain is $1,600.00 ($7,780.00 less $6,180.00). MASTER LIMITED PARTNERSHIPS A Master Limited Partnership (MLP) is a publicly traded partnership which meets the IRS requirements to be taxed as a partnership. The income is passed through on a Form K-1 to be taxed on the share-holder's individual income tax return. DIVIDENDS PAID IN STOCK Dividends Paid in Stock. Sometimes you may receive additional shares of stock in a company you already own as a dividend instead of receiving a cash dividend. When it is a small percentage, usually less than ten percent, it is often referred to as a stock dividend rather than a stock split. Stock dividends are usually non-taxable. AVERAGE COST SINGLE CATEGORY COST BASIS WORKSHEET A B C D A B C D E F G H I J K L M Purchase Average Cost Number of Cost Basis of Sales Gain or Date of Date This Purchase Cumulative This Purchase Cumulative Per Share SharesCOSTBASIS.COM
Sometimes corporations return cash to stockholders in a capital repayment which is a "deemed redemption" even though no shares of stock were sold.In a normal return of capital, the payment is applied first to cost basis and any excess is capital gain.HOME
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for all your cost basis questions What is cost basis? It is the term used for the tax cost of an asset. It usually starts out as the purchase price (plus commissions and fees) but "stuff" happens that can cause your basis to change. Things called corporate actions occur such as stock spinoffs , mergers , splits , split-offs , rights, or return of capital , all of which affect your cost basis. These are also called corporate reorg (reorganization) actions. Did you know that class action claim checks and even a corporate headquarters move (change of domicile ) can affect your costbasis?
Totally confused? Keep reading and we will help you out. SOME RECENT ADDITIONS TO OUR CALCULATORS : Spinoff Calculator :Baxalta
Care Capital PropertiesCareTrust REIT
Covetrus
Halyard Health
New Senior
NORTHSTAR ASSET MGMTPAYPAL HOLDINGS
Rayonier Adv MaterialsResideo
Remy International Inc Seventy Seven EnergySouth32
Talen Energy
Tegna (see Gannett)
THERAVANCE BIOPHARMAVERITIV
VISTA OUTDOOR
WASHINGTON PRIME GROUP Cash to Boot Calculator:
Aetna
Baxalta
BRE Properties Inc.
CareFusion Corp
Conversant mixed electionCovidien plc
DirecTV
ESB Financial
Express Scripts (step two)Family Dollar
GGP Inc
Integrys
Johnson Controls
Kraft Foods Group
Lender Processing ServicesPharmacyclics
Questcor
Rockwood Holdings
Tim Hortons
Other Calculators:
Baxalta Inc split-off Civeo Corp domicile changeCoty Inc split-off
Deutsche Bank stock rights Express Scripts redemption Liberty Broadband stock rights Medtronic Inc domicile changeNetScout split-off
Praxair stock mergerSynchrony split-off
Time Warner Cable partial TRI Pointe Homes split-offZoetis split-off
GLD
IAU
PALL
PPLT
SLV
SIVR
We explain in plain English the events that can affect your cost basis and the steps you need to take to calculate it. We give you ideas about what questions to ask and where to go to find the information you need. Why do we even care about cost basis? Because you are going to need to know it when you sell the asset. The taxable capital gain will be the difference between the selling price and your cost basis. The higher the cost basis, the less capital gain tax you will have to pay. Your cost basis depends upon your answers to the followingquestions:
• How did you acquire it? Did you buy it , inherit it , receive a gift , or receive a distribution from an IRA , a 401k , or a trust ? • Are you required to amortize bond premiums or accrete bond discounts and what method are you allowed to use? Stock Lookup Tool (click on picture) You can follow us on Twitter to be notified when major corporate actions have been added to our calculators. • What kind of bond or note do you own -- taxable or tax-exempt ? • Did you REINVEST DIVIDENDS ? • Did you own a stock previously and sell it at a loss in a "washsale "?
• Did you sell stock that you received as a gift ata gain or a loss?
• Were there any stock splits , corporate reorganizations, spinoffs , split-ups,
or split-offs ?
• Did your stock undergo a corporate merger for all stock , all cash , or with "cash to boot"?
• DID YOU INVEST IN BITCOIN, ETHEREUM, OR OTHER crypto currenciesthat forked?
• DID YOU OWN A STOCK THAT HAD RETURN OF CAPITALPAYMENTS?
• DID YOU RECEIVE A CAPITAL GAIN ALLOCATION?
• DID YOU RECEIVE MULTIPLE SECURITIES IN A MERGER AND HOW DO YOU DETERMINE COST BASIS FOR EACH ONE? • Did you receive a liquidation distributionfrom a company?
• Did your company move to a foreign country through a corporate inversion?
• Is your investment a "covered security " under the new cost basis reporting rules for Form 1099 reports and what default method did youchoose?
• Did you receive bankruptcy proceeds from a stock or bond in the form of multiple new securities (e.g. GM/Motors Liquidation Corp)
or in cash (e.g. Lehman Bros Holdings Inc)?
• Did the company make a "deemed redemption " distribution to you? • Were you required or did you elect to allocate part of your cost basis to stock rights you received? • Did the bond, unit trust, or mortgage-backed security (e.g."GNMA's ") you
owned make any "return of principal " payments? • Did you acquire the investment from a related party, such as a family member? • Did you receive shares when an insurance company demutualized?
• Did you deduct depletion expense on an oil royalty trust?
• Did you report income or receive distributions from a master limited partnership ? • Did you deduct depreciation, make improvements, or claim taxcredits on your
personal residence ? • Do you have any "investment in the contract" for tax-deferredannuities ?
• What expenses did your Commodity ETF holding gold or silver bullion incur? • How do the tax rules for the new Exchange-Traded Products (ETPs) impact your cost basis? Click on the navigation tabs above for your type of investment security (stocks, other assets, bonds, mutual funds, etc.) for help with these questions and for more information. Information provided is intended solely for cash-basis U.S. citizen individual taxpayers and is believed to be accurate for most cases but is not guaranteed. Always consult your personal tax advisor about your own situation. Suggestions are most welcome. Please email our webmaster @ costbasis.com with your comments. If this website has been helpful to you, please consider making a donation to support our efforts. Copyright © CostBasis.com, Inc., 2008-2019. All rights reserved. WHAT IS THE COST BASIS OF MY INVESTMENT?Details
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