WebJun 3, 2024 · Under "Cost Basis and Tax Information", it breaks the sale down into two chunks: - 5 shares that had vested in 2013, and were "spun off" into my current account when my company split. These shares have a valid cost basis: [5 shares] x [FMV of the stock when they were "spun off" into my current account]. - 68 shares that vested over … WebYou usually get cost-basis. information on the confirmation. statement that the broker. sends you after you have. purchased a security. For stocks or bonds, the cost basis is generally the price you paid to purchase the securities, including purchases made by reinvestment of dividends or capital gains distributions, plus other costs such as the ...
Understanding my US tax forms - Computershare
WebToll Free: (U.S. and Canada) 1-800-369-5606: Direct Dial/Toll: (Outside U.S. and Canada) 1-201-680-6578: Hearing Impaired: 1-800-231-5469 WebComputershare may be able to help you and your tax advisor find the information you may need. Internal Revenue Service regulations regarding the recording of cost basis of your securities MAY impact the way you report and track cost basis. We urge you to review … roundabout mp3
2016 Tax Form Reference Guide - Computershare
WebShares can be purchased through a Direct Stock Purchase and Dividend Reinvestment Plan sponsored and administered by Computershare Trust Company, N.A. Details about the … WebA shareholder’s total tax basis in U.S. Bancorp common stock prior to the spin-off should be allocated as 98.57288498 percent to shares of U.S. Bancorp common stock and … WebJun 5, 2024 · I received quarterly dividends and know the stocks split in the 1980s. I ended up with 26 shares of AT&T and sold them through Computershare in July 2015. … round about mbudzi