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What is cost basis? It is the term used for the tax cost of an asset. It usually starts out as the purchase price (plus commissions and fees) but "stuff" happens that can cause your basis to change. Things called corporate actions can occur such as stock spinoffs, mergers, splits, split-offs, rights, or return of capital, all of which affect your cost basis. These are also called corporate reorg (reorganization) actions. Did you know that class action claim checks and even a corporate headquarters move (change of domicile) can affect your cost basis?
Totally confused? Keep reading and we will help you out.
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Baxalta
Care Capital Properties
CareTrust REIT
Covetrus
Halyard Health
New Senior
NorthStar Asset Mgmt
Paypal Holdings
Rayonier Adv Matls
Resideo
Remy International
Seventy Seven Energy
South32
Talen Energy
Tegna (Gannett)
Theravance BioPharma
Veritiv
Viatris
Vista Outdoor
Washington Prime Grp
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Aetna
Baxalta
BRE Properties Inc.
CareFusion Corp
Conversant
Covidien plc
DirecTV
ESB Financial
Express Scripts
Family Dollar
GGP Inc
Integrys
Johnson Controls
Kraft Foods Group
Lender Processing
Pharmacyclics
Questcor
Rockwood Holdings
Tim Hortons
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We explain in plain English the events that can affect your cost basis and the steps you need to take to calculate it. We give you ideas for questions to ask and where to go to find
the information you need.
Why do we even care about cost basis? Because you are going to need to know it when you sell the asset. The taxable capital gain will be the difference between the selling price and your cost basis. The higher the cost basis, the less capital gain tax you will have to pay.
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Your cost basis depends upon your answers to the following questions:
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• Did you own a stock previously and sell it at a loss in a "wash sale"?
• Did you sell stock that you received as a gift at a gain or a loss?
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• Did you receive multiple securities in a merger and how do you determine cost basis for each one?
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• 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 a "deemed redemption" distribution to you?
• Were you required or did you elect to allocate part of your cost basis to stock rights that you received?
• 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 deduct depreciation, make improvements, or claim tax credits on your personal residence?
• Do you have any "investment in the contract" for tax-deferred annuities? • What expenses did your Commodity ETF holding gold or silver bullion incur?
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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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