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 Tool for a history of stock splits and changes (called corporate actions) for widely-held stocks. The database is not a complete history for each company. On the other hand, it's free!
Change in Domicile Calculator for cost basis of shares after companies redomesticate (move their official corporate headquarters) between the USA and foreign countries.
Domicile Calculator
Gift Calculatorfor computing the cost basis of gifts using rules for carryover basis, fair market value, 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 Calculator for 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 Calculatorfor 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.
Spinoff Calculator
Section 302 Test Calculator to determine if a "cash to boot" merger will be treated as a redemption or a dividend when you owned shares of both companies before the merger.
Section 302 Test
Stock Merger Calculator for gain or loss to recognize on cash payment received in lieu of fractional shares on tax-free mergers.
Stock Split Calculator for cost basis of cash received in lieu of fractional shares as a result of a stock split.
Stock Merger Calculator
Stock Split Calculator
SPDR Gold Shares Calculator (stock symbol GLD) for investment expenses and capital gain/loss recognized at each expense payment date.
SPDR Gold Shares-GLD calculator
Split-Off Calculatorfor cost basis of subsidiary company shares exchanged for parent company shares.
Split-Off Calculator
Split-Up Calculatorwhere the original stock you owned is cleaved in two and you receive the shares of two new companies.
Split-Up Calculator
Stock Rights Calculatorfor gain or loss to recognize on sale of rights and cash received in lieu of fractional rights.
Stock Rights Calculator
Wash Sale Calculator for cost basis adjustments when "substantially identical" securities are sold and then repurchased within 30 days before or after the end of the first holding period.
Wash Sale Calculator
Information provided is intended solely for cash-basis U.S. citizen individual taxpayers and is believed to be accurate for most cases but is not guaranteed. Always consult your personal tax advisor about your own situation. Suggestions are most welcome. Please email costbasis@gmail.com with your comments. If this website has been helpful to you, please consider making a donation to support our efforts.
