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CostBasis.com

for all your cost basis questions
  
  Confused about the cost basis of your
  investment securities or how to 
  account for those stock spinoffs,
 
mergers, splits, split-offs, rights,
  or class action claim checks?
  
  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 your answers
  to the following types of questions:

GLD calculator is ready with 2011 data. SunCoke spinoff is ready.
     • 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
Stock Lookup Tool (click above)
     • What kind of bond or note do you
        own -- taxable or tax-exempt?

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      • Did you reinvest dividends?

     • 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"? 
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Click on picture above for our calculators in mobile phone format
      • Is your investment a "covered security" under the new cost basis reporting rules
         for Form 1099 reports and what default method did you choose?

       • Did the company make any "return of capital" payments? 

     • 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 own the security at another time and sell it at a loss
 (wash sale rules)?

     • 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 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? 

    • 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.


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Information provided is intended solely for individual U.S. citizen cash-basis taxpayers and is 
believed to be accurate for most cases.  Always consult your personal tax advisor about your
own situation.  Suggestions are most welcome. Please email webmaster @ costbasis.com with your comments.   
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What is the cost basis of my investment?