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- Free calculators for computing cost basis and gain/loss on cash in lieu of fractional shares resulting from spinoffs, stock splits, stock mergers, stock mergers with cash to boot. Calculators also adjust for return of principal payments and amortization of bond premiums and discounts
- For a fee, you may use NetBasis to calculate the cost basis for your H&R Block common stock, adjusted for any corporate actions or dividend reinvestments. All you need to use NetBasis are your purchase/acquisition/sales dates and the number of shares acquired and/or sold on those dates

- Average Cost Basis Calculator If you have Android device, you can find the average cost of your stock purchases with the average cost basis calculator which you can install for free. Get stock average calculator for Play Store. Following is an average down stock formula that shows you how to calculate average price
- g process. In an effort to provide helpful resources to our shareholders, L Brands is pleased to provide access to the NetBasis Cost Basis system, a fee-based service provided by a third party, which may be useful in calculating cost basis
- How do you calculate basis points for commission? Divide the sale value by 100 to find 100 basis points. We sold our stock option for $150000, so 100 bps is $150. Divide this new number by 100 again to get 1 basis point. For our sale, 1 bps is $1.5. Multiply the value for 1 basis point by how many basis points you earn from commission. We earn.
- imum amount of information from you to calculate your cost basis. After identifying the original security you acquired, you just need to enter the following information
- This master stock lookup tool can help you identify the origin or disposition of a stock and which calculator you need to use to compute your cost basis. Where there have been stock splits or return of capital adjustments, the stock lookup tool will also alert you to adjust for that
- e accurate cost basis-saving time and
- Cost Basis Calculator As a helpful service to our shareholders, Pfizer Inc. is making available the NetBasis Cost Basis system via a hyperlink on our Web site. For a fee, you may use NetBasis to calculate the cost basis for your Pfizer Inc. common stock, adjusted for any corporate actions or dividend reinvestments

Results of the total return calculator for an investment. Final Value ($): The value of the investment on the 'Ending Date'. Annual Return: Our estimate to the annual percentage return by the investment, including dollar cost averaging. (Also see our compound annual growth calculator) Graph: The value of the stock investment over time. Note. ** The Basics of S Corporation Stock Basis**. S corp basis calculation refers to the amount the owner has invested in the business or property. When the investor first makes an investment in the business, this is the initial cost of the property The cost basis of any investment is the original value of an asset adjusted for stock splits, dividends, and capital distributions. It is used to calculate the capital gain or loss on an. Stock Cost Basis You calculate the cost basis for a stock you've purchased by taking the cost of the shares plus the commission your broker charges. Let's use the Ford example from earlier: 1,000 shares at $14/share with a $10 commission. Your cost basis is $14,010, per share it's $14.01

- News â€¢ Apr 22, 2021. Stocks sink, Dow sheds 250+ points, or 0.8%, after report says Biden will propose higher capital gains tax for wealthy individual
- Step 3. One option she considered was TurboTax Premier's online version, which promised to automatically calculate cost basis.(It's free until you actually file a return. In early March, it.
- STOCK LOOKUP TOOL: Select the first letter (or number) of the stock name you want to look up: A B C D E F G H I J K L M N O P Q R S
- My post Financial Basics 12 - Keeping Track of Adjusted Cost Base gives a good summary of why and how to use the spreadsheet. Each sheet within the workbook is to be used to track ACB for one stock, mutual fund or ETF
- Stock investment performance tracker. Track the value of your stock portfolio by inputting the initial purchase and cost basis data, and a current quote for each stock. The template will show you the gain or loss for each stock between the original purchase and its current market value
- The tax basis of stock you purchase is what you pay for it, plus the commission you pay. Say you buy 100 shares of XYZ Inc. at $40 a share, and you pay a $100 commission. The total cost is $4,100 and the tax basis of each of your shares is $41
- If he sold 120 shares, his cost basis using the FIFO method would be (100 x $20 per share) + (20 x $15 per share) = $2,300. The average cost method may also be applicable and represents the total..

We want to calculate the basis of 50 shares from the January purchase, so we would take the cost basis of $1,225, which includes the commission, then divide it by the number of shares purchased. This results in a cost per share. We would then multiply this by 50, the number of shares we sold. This results in a basis of $612.50 Cost Basis is the original value of an asset of an asset for tax purposes, usually the purchase price, adjusted for stock splits, dividends and return of capital distributions. This is used to determine the asset's capital gain (the difference between the original cost basis and the current market value) Calculate the adjusted **cost** **basis** for inherited shares either using the date of death or the six-month alternative date. Tax Optimization Provides powerful What If scenarios that let you define your gain/loss objectives, sale proceeds goals as well as neutralize tax obligations by factoring in past-realized gain/loss positions for tax lot. This is where things can get complicated. The receiver's cost basis is the giver's cost basis. Example. Anna purchased 100 shares of ABC stock for $10 a share in 1991 for her granddaughter, Candace, on her first birthday. Anna kept the stock in her name and gave it to Candace this year on her 30th birthday Computes the average cost base (or cost per share) for a series of stock or mutual fund purchases. When a sale is entered, the capital gain (or loss) is calculated. Adjusted Cost Base Calculator

Investment Date Original Shares Original Value Current Shares Current Value % Return Split Adjustment Current price; Jul 20, 2018: 1,000.00: $81,400.00: 1,000.0 ** Cost basis is used to calculate capital gains taxes when you sell a security**.Generally, the cost basis for a stock or other security is the amount that you paid to buy the share. Cost basis affects the tax implications of selling shares because it determines the capital gains or losses you book for the transaction How to calculate your cost basis and access cost basis worksheets. Using your own records, determine the date you acquired your shares and the cost per share at that time. If you acquired your shares through participation in the dividend reinvestment plan, use your own records to compute the average cost of all shares purchased through the plan The Cost Basis Calculator can do in seconds what might otherwise take days. Simply by supplying the security, amount purchased, date of purchase and date of.

While I do research each calculator's subject prior to creating and upgrading them, because I don't work in those fields on a regular basis, I eventually forget what I learned during my research. So if you have a question about the calculator's subject, please seek out the help of someone who is an expert in the subject Your basis in the stock depends on the type of plan that granted your stock option. Regarding how to how to calculate cost basis for stock sale, you calculate cost basis using the price you paid to exercise the option if both of these are true: The plan was an incentive stock option or statutory stock option 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 and the new spinoff * To do that, you need to know the cost basis, or what the shares had cost, and if grandma didn't tell you, that could take some sleuthing*. Cost basis is essentially what you paid to purchase an. of $10.00 for the 1/2 share. Your adjusted cost basis for the initial 75 shares was $1000.00. After the stock split, you own 75 plus 37.5 shares, for a total of 112.5 shares. Your adjusted cost basis per share is $1000.00 divided by 112.5 shares, or $8.89 per share. The cost basis allocable to the fractional .5 shares is $8.89 x .5 = $4.44

- Use this software to keep track of the cost basis of taxes on your individual lots and to calculate or map out your dividend schedule. However, this isn't too effective for when you want to import stock quotes in real-time. Google Spreadsheet
- An income item will increase stock basis while a loss, deduction, or distribution will decrease stock basis. A shareholder's stock is increased by: 1.) Ordinary Income (K-1 Line 1) 2.) Separately State Items (K-1 Lines 2-10) 3.) Tax exempt income (K-1 lines 16A and 16B) 4.) Excess depletion (K-1 Line 15C) A stockholders basis is decreases by: 1.
- Email: investor_relations@homedepot.com IR Coordinator: 770-384-2871 For all other inquiries including Customer Care issues please call The Home Depot Store Support Center at 1-770-433-8211, or toll free 1-800-654-0688
- You can calculate your cost basis per share in two ways: Take the original investment amount ($10,000) and divide it by the new number of shares you hold (2,000 shares) to arrive at the new per.
- (include any comission or fees in total cost) Upon each entry, click [add this transaction]. After a sale transaction, calculator reports that transaction gain/loss (single category method) along with your remaining shares, cost basis and adjusted basis per share
- Brokerages report cost basis for stocks purchases in 2011 and later, but not for earlier purchases. Web tools can help you figure ot he cost basis yourself, or you could go to a tax preparer

* (This calculator assumes that any additonal stock appreciation will be taxed at long-term rates*.) 3 For scenario (a), the calculator assumes you will sell enough shares of stock to pay the immediate income taxes due on the stock's cost basis The Spin -Off Tracker is a feature for the investor who has received shares in a spin-off and doesn't know the date of the spin-off or the number of shares received and they want to calculate the cost basis for those shares. Spin-Off Tracker allows you to start by searching the original parent company, enter in the original acquisition date and number of shares and then enter either the sale. For example, if your stock split five new shares for every old share, divide $25 by 5 to get a new basis of $5 per share. Step 3 Repeat Step 2 for each stock split to calculate your new stock basis We owned 948 shares of Baxalta. Baxalta was acquired by PLC Shire. The value of our Baxalta stock was separated into two types of compensation in the acquisition. The first, in exchange, we received 140 shares of Shire PLC of which 124 shares valued at $23,597 were reported as a noncovered security on the 1099B with no cost basis

Welcome Company Shareholders Cost Basis Calculation Netbasis will automatically calculate your adjusted cost basis for or any -affiliated company. A purchase of one Netbasis transaction for $30.00 will provide you with: The information and documentation needed to calculate your capital gains for tax purposes An historica The cost basis represents the original value of an asset that has been adjusted for stock splits, dividends and capital distributions.It is important for tax purposes because the value of the cost. ** DCA 30-Year Model Dividend Reinvestment and Growth Calculator The model below allows input of several factors to produce the resulting values after each year in a 30-year period, including an initial investment, expected monthly/quarterly/annual investment(s), expected rate of stock price apprec**.. The reports you can generate on Coinbase calculate the cost basis for you, inclusive of any Coinbase fees you paid for each transaction. Coinbase uses a FIFO (first in, first out) method for your Cost Basis tax report. They will give you a summary of all your crypto purchases and sales along with the cost basis and capital gains

ATT had a 1-for-5 reverse stock split in 2002, then merged with SBC on November 18, 2005. The company's investor relations Web page includes several worksheets to adjust your basis for each of the. Netbasis is pleased to work with Computershare and it's customers as a leading cost basis provider. Netbasis will easily calculate your adjusted cost basis for all your Computershare managed holdings even with limited/missing investment information for positions going back as early as 1925 Continuing with the example, if you paid $30 in broker fees, divide $30 by 300, and add the resulting $0.10 to $4 to calculate an original cost basis of $4.10 per share. If the broker fee was already included in the purchase total, skip this step

(Call) Cost Basis/Share: This column can be used to calculate the annualized rate of return for selling covered calls (column U). Fees: All transaction costs for each trade including commissions. Exit Price: The price you exited your option play. Close Date: The day you either exited your option play or it expired Since you paid $1,119 and you own 112 shares, we calculate your cost basis by dividing $1,119 by 112. If you do the math, you'll see that the cost basis is now $9.99 per share. If no other capital gains or dividends are reinvested and then you sell your shares for $10 (for example), you have a gain of $0.01 per share An incremental purchase or sale of an investment can impact your average basis. The basis is your average cost of the original investment. For tax purposes, the method of computing the gain or loss on investments must be elected and consistently applied. This spreadsheet does not track or evaluate the tax consequences of transactions

Find Stock Information for Chevron (CVX). Chevron has always put people at the center of the energy conversation. Because we understand that the well-being of people everywhere depends on energy The paperwork collection may mean an extra folder in your filing cabinet, but it will help you figure the correct cost basis to calculate a capital gain or loss. And that could mean extra cash in. Cost basis is different for every shareholder because it is based upon a number of factors, including when and at what price the shares were obtained, as well as adjustments resulting from corporate actions such as acquisitions, spin-offs, and stock splits that may have occurred during ownership In order to calculate the amount of capital gains and losses the cost basis of the stock must be determined. Sara would report a capital gain of $5,000 using Anna's original basis of $10,000 to calculate her gain. as their starting basis instead of donor's original basis. You can use the free calculator available at costbasis.com For instance, if you sold stock for $1,000, had no cost basis and your capital gains tax rate was 15 percent, your tax would only be $150. References Charles Swab: Save on Taxes - Know Your Cost Basis

In our example, the cost basis of each H-P share you bought for $54 now becomes $42.14 ($54 x 78.04%), and the basis in your 0.3814 share of Agilent is $11.86 ($54 x 21.96%) Knowing the basis lets you accurately calculate your capital gain or loss. To calculate your gain or loss on the sale of the shares, subtract your basis from the amount you received for the shares. When calculating the basis of stock or mutual fund shares you sell: Make sure the amount you're starting with is correct Cost basis for Anadarko Stock? Are you asking about the cost basis for this stock? If your 1099-B does not show your cost basis, you will have to search your records to track down the original purchase information The initial cost basis would be the stock's price at the time you obtained the shares. So if you had ten shares at $10 per share, your cost basis is $100. If you sell the 10 shares at $11 per share, your capital gain is $10. The average cost basis is the average of the cost of the shares I sold stock from an employee stock purchase plan. The cost basis included my employer's contribution (which lowered the cost basis). I received a W-2 with the employer's contribution amount. What code do I use on form 8949 column 'f' to adjust the basis so I am not taxed twice on the employer's contribution. Or is the a better way to do. I received as 'supplemental information' what the.

Consideration of NUA strategy is important if you are distributing highly appreciated employer securities from your prior employer's qualified plan, such as 401(k). Cost basis, the value of the employer contribution on your behalf is subject to ordinary income tax upon distribution. In addition, the 10% early distribution penalty may apply unless you have an exception (i.e. attained age 55 or. Multiply the individual stock proportions by your original cost basis. If your original cost basis was $120 per share and the spin-off receives a 40 percent cost basis allocation, the net cost basis for the spin-off will be $48. The remaining $72 in cost basis is allocated to the original company

When stock is sold at a loss, the amount of the loss is the cost of the stock less the proceeds of the sale. If only a portion of the stock is sold, then the corresponding proportion of the initial cost is used. For example, if 100 shares were purchased at $2 each and 50 shares were subsequently sold for $1, the loss is $50 (50x2 - 50x1 = 50) Stock Cost Basis Calculator Free. Look Up Cost Basis. Cost Basis Calculator Free. Stock History Cost Basis. Cost Basis Of Stock . Historical Cost Basis Tool . Cost Basis Calculator Of Stock . Stock Cost Basis Too * Calculating Company Cost Basis*. If you receive 1,000 shares of company stock in Year One and it is valued at $50 per share when it vests in Year Five, the cost basis is $50 a share or $50,000 The year-of-sale Form 6251 adjustment is added to the stock's cost basis for Alternative Minimum Tax purposes (but not for regular tax purposes). So, in example 5, rather than using a cost basis of $2,000 for AMT, a cost basis of $4,500 ($2,000 plus $2,500 of the AMT adjustment from the year of exercise) should be used Trying to calculate your cost basis mutual funds for tax purposes can be complex, especially if you are not keeping up with it. The cost basis determines how much tax needs to be paid on the investments that were sold. If you are working with a broker, you may receive a copy of the cost basis for your mutual funds

In most cases, the cost basis of an investment is the original price upon acquisition. In regards to taxes, this value is critical in determining the capital gain or loss, which is the difference between the asset's cost basis and the proceeds received upon disposition Cost Basis Calculator When you invest in a DSP or DRIP plan one of the challenges is to calculate the Cost Basis of the purchased shares when it comes time to sell all or a fraction of the shares. I did some selling in 2006 and quite a bit of clean up towards the end of 2007 The rules behind inherited stock and cost basis are simple. You calculate the cost basis for inherited stock by determining the value of the stock on the date that the person in question died. The shares that you buy through dividend reinvestment have a basis equal to the amount of dividends you gave up to obtain them. As a result, over time, your total cost basis in your position will. For example, if you own a mutual fund that has 3 shares purchased at $5, $6, and $7; using the average cost method, we'll add up the purchase prices ($18), and divide it by the total shares in the fund (3), resulting in a cost basis of $6. We use this method to calculate cost basis for mutual funds and certain dividend reinvestment plans

To calculate cost basis, you merely take the accumulated amount of money you've spent purchasing the stock and divide it by the total number of shares acquired, in this case 800. The result is the cost basis, or average share price you've paid of each of your 800 shares * A stock portfolio tracker using Google Drive with advanced functions than your average tracker*. Get it for yourself.A project that I've always had, was to improve on my stock portfolio tracking spreadsheets.During this time, I've probably used 10 or so different portfolio trackers, but nothing met my needs. I don't do complicated transactions, but still, nothing could really satisfy me.But.

2/26/1999 2 for 1 Stock Split This chart will give you a good visual overview of Bristol-Meyers Squibb, stock splits,name changes,mergers and spin-offs. Also included are spin-offs of Olin Mathieson, Westmark International as well as the merger of Squibb Corporation and Bristol-Myers to form Briston-Meyers Squibb Company which later spun-off. (include any comission or fees in total **cost**) Upon each entry, click [add this transaction]. After a sale transaction, **calculator** reports that transaction gain/loss (single category method) along with your remaining shares, **cost** **basis** and adjusted **basis** per share Readers are welcome to send questions about spin-offs, cost basis, etc. to research@GoodfellowLLC.com. Sign up for your free one-month trial subscription today and begin reading our latest stock research. Review our year-to-date 2012 model portfolio results and our Second Half 2012 model portfolio results now! Happy investing! Crista Huf Many online brokers offer free stock trading so investors can bypass typical transaction costs and build their portfolios free of charge. See the top picks The basic cost basis of stock shares is the purchase price per share plus the per share amount of any commission paid to buy the share. For example, if you bought 100 shares at $20 per share and paid a $10 commission, your cost basis would be $20 plus 10 cents per share for the commission for a total of $20.10 per share

They assumed they'd owe tax on $38,250 in gains if they did sell, but their reinvested dividends had actually raised the cost basis to $19,000. That reduced their long-term capital gains tax by. Example 1. Transferring appreciated stock between divorcing spouses: D and R jointly own 100% of a small manufacturing company. The stock is worth $100,000. As part of their divorce settlement, they agree that R will sell D her 50% marital interest in the company stock for $50,000. The basis of the shares sold is $1,000 Stock. Dividend History. Financial Calculators Cost Basis Information Yum China Spin - Tax-Free Details for Canadian Shareholders 10/07/16 Yum China Spin Materials 10/08/97 Tricon Spin - Cost Basis Information. step-transaction in context of a stock acquisition followed by a merger or liquidation. Rev. Rul. 90-95 - cash reverse merger for 100% of Target's stock, followed by a merger or liquidation of Target, will be treated as a separate qualified stock purchase followed by a tax-free Â§ 332 liquidation Cost Basis Calculator, free cost basis calculator software downloads, Page 3

K. Kinsella Date: February 01, 2021 A diversified mutual fund holds many underlying assets, has professional management, has lower risk, and costs money to invest in. . The cost basis for mutual funds represents the premium that the investor paid to buy the shares of a particular fund. . Investors can calculate the cost basis of a mutual fund sale redemption by using an accounting method. Cost basis allocation was calculated using the closing prices of YUM and YUMC on 10/31/16. The information below is based on the information available from the press releases from YUM Brands posted on their web site. Please note that YUM did a stock split effective 11/1/2016. Do not use YUM prices on 11/1/16 for the spinoff Covered shares refer to mutual fund shares that were acquired by purchase, including dividend reinvestment, on or after January 1, 2012, and are subject to cost basis reporting by mutual fund companies.. Noncovered shares refer to mutual fund shares acquired by purchase, including dividend reinvestment, prior to January 1, 2012, and thus, are not covered by the cost basis reporting regulations

Cost Basis Calculator As a helpful service to our shareholders, PepsiCo, Inc. is pleased to announce the availability of the NetBasis Cost Basis system via a hyperlink on our website. For a fee, you may use NetBasis to calculate the cost basis for your PepsiCo common stock, adjusted for any corporate actions or dividend reinvestments The last three columns will be used to calculate the returns of each stock. Let's focus on the first two columns first. Total Gain/Loss $ = Net Current Value - Purchase Cost. This is the difference between the value of the stock now (including dividends received) and what you paid for it. In cell L6, enter the following formula: =K6-G6 My cost basis per share after the reverse split but before the cash in lieu payment was: Original Cost/New Share Count = $2705.85/54.545454 shares or $49.607/share. Find your cash in lieu cost basis for the fractional shares So the .5454.. shares should reduce my cost basis by $49.607 x .545454 = $27.06. Subtract to get your new original cost basis In its broadest sense, cost basis refers to the price you paid for your shares. That figure is adjusted upward for reinvested dividends and capital gains and any commissions or transaction fees you paid.. What cost basis won't necessarily tell you is how much money you made on an investment. It's intended to help you calculate your capital gains and losses when it's time to file your taxes

5: Average Cost. To calculate the average cost, divide the total purchase amount ($2,750) by the number of shares purchased (56.61) to figure the average cost per share = $48.58. Cost Basis = Average cost per share ($48.58) x # of shares sold (5) = $242.90. The difference between net proceeds of the sale and the cost basis in this example. * The cost basis for each share of Verizon will be $48*.115 per share. Thus, if you receive 28.9301 Verizon shares, the cost basis for those shares will be $1,391.97 (48.115 x 28.9301). Most likely, in this example, you would sell .9301 Verizon shares or purchase fractional shares to bring you to 29 Verizon shares

New Cost Basis: Note: The BellSouth allocation factor at divestiture was .1353, which must be multiplied by 10 because stockholders received one-tenth share in each of the regional companies for each share of old AT&T. Click Here if you acquired BellSouth shares after Jan. 1, 1984 (the divestiture of BLS and other regional telephone operating companies) and on or before May 22, 1984 (BLS 3. This information should be used to calculate former Bell Atlantic cost basis only; former GTE and NYNEX shares shall be calculated separately using GTE and NYNEX cost basis calculations. Calculating Tax Basis in Verizon Communications for former NYNEX Shareowners Use the original tax basis of your NYNEX stock to complete one of the followin

Valuing stock for gift tax purposes . The simple answer to your question is no, the value of a gift of stock for gift tax liability is NOT the donor's cost basis, but rather the fair market value of the stock at the time the gift is given. So let's say you purchased 100 shares of XYZ stock at $50 a share. Your cost basis is $5,000 Basis Point calculator is a free online tool that gives the basis point for the given percentage change. BYJU'S online basis calculator tool makes the calculations faster and easier where it displays the basis point in a fraction of seconds The desktop and online versions of the Netbasis application, with historical pricing and corporate actions, going back as far as 1925, will automatically calculate your adjusted cost basis in seconds, even when your securities have had complicated mergers, splits, spin-offs and other corporate events, and for a wide range of investment instruments

The cost basis allocation is dependent on the prices used for both HP Enterprises and DXC Technology in the cost basis calculations. In our experience brokers tend to use the prices found in the guidance companies post on their websites including IRS form 8937 to calculate a separate tax basis for each block of DuPont common stock you own and then allocate the of the Reverse Stock Split, the basis is allocated $111.21 per share (i.e., $4,151.39 divided by 37.33 shares). â€¢ The basis allocated to the .33 fractional share of DuPont common stock for which you receive This will decrease the Cost Basis of UTX without decreasing the number of shares. 3) Since this increased your cash balance, enter Buy Transactions for each of the subsidiaries: 1000 shares of CARR with a Cost Basis of $13,280 and 500 shares of OTIS with a Cost Basis of $22,000

This chart will give you a good visual overview of Verizon and Bell Atlantic stock splits,name changes,mergers and spin-offs. Included is the original divestiture of Bell Atlantic from AT&T Corp., the merger with Metro Mobile CTS Inc, the merger with NYNEX Corp., the merger with GTE Corp., the acquisition of MCI, spin-off of Idearc Inc., the spin-off of Fairpoint Comm Inc. and the spin-off of. The total market value of your holding is now $120 (one A at $80, and four B's at $10). So your allocated basis in A would be 100*80/120, or $66.67; your basis in B would be 100*40/120, which is $33.33 for the four B shares, or $8.33 per B share Cost basis tax reporting. As a taxpayer, you are responsible for reporting to the IRS any security that you bought and sold as part of the cost-basis information. To do this, fill out Form 8949. IRS Publication 550 offers guidance on how to calculate the cost basis under different circumstances

If Nike declares a 2:1 forward split, you then own 200 shares at $60 per share. The value of your investment is still $12,000. Your total cost basis remains $5,000, but your cost per share becomes $25 ($5,000 divided by 200 shares). Regardless of whether your stock splits, remember to factor in your transaction costs when calculating your cost. I'm an administrator that manages payroll, benefits or HR Online access, questions, about paystubs, W2, 1099, and more Online-calculator.org Average Cost Basis Calculator. If you have Android device, you can find the average cost of your stock purchases with the average cost basis calculator which you can install for free. Get stock average calculator for Play Store. Following is an average down stock formula that shows you how to calculate average price. We would recommend you be conservative and use the lowest price the stock was trading for that year and use that as your estimate for your cost basis. For example, if you remember you bought 50 shares of XYZ corporation in 2017, then go to a website that provides historical stock prices and you find out that XYZ traded between $12 and $15 a. At that time, policyholders could receive cash in lieu of stock at $14.25 a share. If you sell shares of MetLife you received when the company converted back in 2000, your cost basis is $14.25 a.

Basis (or cost basis), as used in United States tax law, is the original cost of property, adjusted for factors such as depreciation.When property is sold, the taxpayer pays/(saves) taxes on a capital gain/(loss) that equals the amount realized on the sale minus the sold property's basis.. Cost basis is needed because tax is due based on the gain in value of an asset Beginning on January 1, 2011, brokers were required to report the basis of stocks purchased after that date. If the stock is in a mutual fund, exchange traded fund (ETF) or part of a DRP, the.