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Cost Basis Information for Gifts
of Securities
Thank you for inquiring about the transfer of your stock or mutual fund shares to The Lutheran
Legacy Foundation. While these assets are somewhat more
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How to fill out cost basis information for
How to fill out cost basis information for
01
Start by obtaining all the necessary documents related to your investment transactions, such as trade confirmations, brokerage statements, and tax forms.
02
Review each investment transaction and identify the cost basis information, which typically includes the purchase price, any additional costs or fees incurred, and adjustments for stock splits or dividends.
03
Organize the cost basis information for each investment, keeping track of the relevant details and dates.
04
Fill out the cost basis information for each investment in the appropriate section of your tax forms or financial records, following the specific guidelines provided by your tax jurisdiction or financial institution.
05
Double-check all the entered cost basis information for accuracy and completeness before submitting or finalizing your tax forms or financial records.
06
Retain copies of the filled-out cost basis information and supporting documents for future reference or auditing purposes.
Who needs cost basis information for?
01
Individuals who have invested in stocks, bonds, mutual funds, or other financial instruments may need cost basis information for various purposes.
02
Tax authorities require cost basis information to determine capital gains or losses and assess the accurate amount of taxes owed.
03
Investors who want to track their investment performance or calculate their return on investment also need cost basis information.
04
Financial institutions and brokers may require cost basis information for compliance, reporting, and record-keeping purposes.
05
Cost basis information is essential for preparing accurate financial statements, evaluating investment strategies, and making informed investment decisions.
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What is cost basis information for?
Cost basis information is used to determine the original value of an asset for tax purposes, including calculating capital gains or losses.
Who is required to file cost basis information for?
Financial institutions and brokers are required to report cost basis information to the IRS and provide this information to their clients.
How to fill out cost basis information for?
Cost basis information can be filled out by gathering information on the purchase price, any additional costs incurred, and any adjustments made to the original purchase price.
What is the purpose of cost basis information for?
The purpose of cost basis information is to accurately calculate capital gains or losses when assets are sold or disposed of.
What information must be reported on cost basis information for?
Cost basis information must include details of the asset, purchase price, any additional costs, adjustments, and the date of purchase.
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