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Cost Basis - Home
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Cost Basis - Bonds and Notes
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bonds/ 12 pages
Cost Basis - Bonds & Notes Overview
Accrued Interest on Bonds
Amortization Tools
Cost Basis - Bonds bought at a discount
Cost Basis - GNMA's
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Cost Basis - Bonds bought at par value
Cost Basis - Bonds Bought at a Premium
Cost Basis - Ratable Accrual Method
Treasury Inflation Protected Securities - TIPS
Unit Investment Trusts
Cost Basis - Yield to Maturity Method
    
calculators/ 23 pages
Stock Lookup Tool
Spinoff Calculator
Stock Merger Calculator
Cash Merger Calculator
Calculator for Stock Mergers with Cash to Boot
Stock Split Calculator
Split-Off Calculator for Cost Basis Allocations
Section 302 Test Calculator
Split-Up Calculator
Stock Rights Calculator
Calculator for Cost Basis of a Gift
Gold & Silver Calculators
Amortization Calculator for Cost Basis of Bonds
Return of Capital Calculator
Return of Principal Calculator
Life Insurance Calculator
Amortization Calculator for Cost Basis of Bonds
Stock Merger Calculator
Cash Merger Calculator
Stock Split Calculator
Gold & Silver Calculators
Return of Capital Calculator
Return of Principal Calculator
    
fixedincome/ 10 pages
Cost Basis - Bonds & Notes Overview
Cost Basis - Bonds bought at par value
Cost Basis - Bonds Bought at a Premium
Cost Basis - Bonds bought at a discount
Cost Basis - Ratable Accrual Method
Cost Basis - Yield to Maturity Method
Amortization Tools
Treasury Inflation Protected Securities - TIPS
Cost Basis - GNMA's
Unit Investment Trusts
    
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mutualfds/ 6 pages
Mutual Funds and Stock Dividend Reinvestment Overview
Average Cost Single Category Method
Average Cost Double Category Method
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Specific Identification Method
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mutualfunds/ 6 pages
Mutual Funds and Stock Dividend Reinvestment Overview
Average Cost Single Category Method
Average Cost Double Category Method
First In First Out (FIFO) Method
Specific Identification Method
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otherassets/ 11 pages
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Cost Basis of Artwork
Cost Basis for Investments in Collectibles
Commodity ETFs
Exchange-Traded Products
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Cost Basis - Personal Residence
Real Estate Investment Trusts - REITs
Cost Basis - Royalty Trusts
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otherassettypes/ 9 pages
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Cost Basis for Investments in Collectibles
Commodity ETFs
Exchange-Traded Products
Life Insurance Policies
Master Limited Partnerships
Cost Basis - Personal Residence
Cost Basis - Royalty Trusts
Timber Cost Basis
    
reorgs/ 2 pages
Metavante Corp Spinoff
Telmex Spinoff
    
stkchanges/ 14 pages
Cash in Lieu of Fractional Shares
Cost Basis - Cash to Boot
Cost Basis - Class Action Claim Checks
Change in Domicile of a Corporation
Dividends Paid in Stock
Stock Mergers
Preferred Stock Original Issue Discount
Cost Basis - Return of Capital Payments
Cost Basis - Spinoffs
Split-Offs of Stock
Stock Split-Ups
Cost Basis - Stock Rights
Cost Basis - Stock Splits
Stock Warrants
    
stockchanges/ 15 pages
Cash in Lieu of Fractional Shares
Cost Basis - Cash to Boot
Cost Basis - Class Action Claim Checks
Dividends Paid in Stock
Stock Mergers
Preferred Stock Original Issue Discount
Cost Basis - Return of Capital Payments
Cost Basis - Spinoffs
Split-Offs of Stock
Stock Split-Ups
Cost Basis - Stock Rights
Cost Basis - Stock Splits
Cost Basis - Class Action Claim Checks
Change in Domicile of a Corporation
Stock Warrants
    
stocks/ 14 pages
Cost Basis - Stocks Overview
Cost Basis - Purchased
Cost Basis - Gifts
Cost Basis - Inherited
Employee Stock Purchase Plans
Cost Basis - Stock Received as an IRA Distribution
Distributions of employer stock from 401k Plans
Stock Received from Demutualization of Insurance Co
Cost Basis - Other Acquisition Methods
Trust Distributions
Cost Basis - Wash Sale Rules
Cost Basis - Related Party Rules
Restricted Stock
Passive Foreign Investment Co Stock