Use these shortcuts to access our most popular cost basis tools and calculators.
Where applicable, the blue hyper-link will take you to the website page with more information about when and how to use the particular calculator.
Click on the images in the right-hand column to access the calculators for each of the following:
Stock Lookup Toolfor history of stock splits and changes (called corporate actions) for widely-held stocks. The database is not complete and is not guaranteed for accuracy. On the other hand, it's free!
Gift Calculator for computing cost basis of gifts using rules for carryover basis, fair market vaue, and basis for gain versus basis for loss.
Gift Calculator
iShares COMEX Gold Trust calculator (stock symbol IAU) for investment expenses and capital gain/loss recognized at each expense payment date.
iShares COMEX Gold (IAU) calculator
iShares Silver Trust calculator (stock symbol SLV) for investment expenses and capital gain/loss recognized at each expense payment date.
iShares Silver Trust (SLV) Calculator
Life Insurance Calculator to compute after-tax proceeds from sale of life insurance policy versus surrender.
Life Insurance Calculator
Multi Merger Calculatorfor mergers in which multiple securities are received or where an alternate form of security is paid rather than common stock of the acquiror.
Multi Merger Calculator
Return of Capital Calculator for adjusting cost basis for any "return of capital" payments received and calculating capital gain, if applicable.
Spinoff Calculator for cost basis of spinoff stock received, revised basis for original stock, and gain or loss on cash received in lieu of fractional shares.
