We explain in plain English the steps you need to take to calculate your cost basis. We give you ideas about what questions to ask and where to find the information you need.
Your cost basis depends upon the answer to the following types of questions:
• Did you deduct depreciation, make improvements, or claim tax credits on your personal residence?
• Do you have any "investment in the contract" for tax-deferred annuities?
• Did you sell the stock that you received as a gift at a gain or a loss?
• What expenses did your Commodity ETF holding gold or silver bullion incur?
Click on the navigation tabs above for your type of investment security (stocks, other, fixed income, mutual funds, etc.) for help with these questions and for more information.
