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Name: Fillable Online IMPORTANT NOTICE - NEW COST BASIS REPORTING REQUIREMENT Fax Email Print - pdfFiller
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A notice from J.P. Morgan Funds outlining the new IRS regulations requiring mutual funds to report cost basis information, details on how shareholders can select a cost basis method, and the implications

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What is individual cost basis election?

Individual cost basis election is a declaration made by an individual to choose a specific method for calculating the cost basis of their investment when selling or disposing of the investment.

Who is required to file individual cost basis election?

Any individual who wants to choose a specific method for calculating the cost basis of their investment when selling or disposing of the investment is required to file an individual cost basis election.

How to fill out individual cost basis election?

To fill out an individual cost basis election, you need to provide your personal information, investment details, the chosen method for calculating cost basis, and any supporting documents requested by the tax authorities. This can typically be done through a designated form provided by the tax authority.

What is the purpose of individual cost basis election?

The purpose of the individual cost basis election is to allow individuals to select a method for calculating the cost basis of their investment, which in turn affects the amount of capital gains or losses they report on their tax returns.

What information must be reported on individual cost basis election?

The specific information required to be reported on an individual cost basis election may vary depending on the tax authority. Generally, it includes details about the investment, such as the type of asset, purchase date, sale date, cost, and any adjustments or specific accounting methods chosen.

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