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Cost Basis Change Request Form
INSTRUCTIONS FOR COMPLETING THIS FORM
The purpose of this form is to change to your cost basis calculation method calculation. Cost basis refers to the amount
you paid
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How to fill out cost basis change request
How to fill out cost basis change request
01
Gather all necessary documents such as the original cost basis information and any supporting documentation.
02
Contact your financial institution or brokerage firm to obtain the cost basis change request form.
03
Fill out the cost basis change request form accurately and completely.
04
Attach all the required documents as specified on the form.
05
Review the form and attached documents to ensure everything is in order.
06
Submit the completed form and supporting documents to your financial institution or brokerage firm.
07
Follow up with the institution to confirm the submission and inquire about the processing timeframe.
Who needs cost basis change request?
01
Individuals who have identified errors or discrepancies in their cost basis information that need to be corrected.
02
Investors who have experienced certain events such as corporate actions, stock splits, mergers, or spin-offs that require a change in their cost basis.
03
Taxpayers who need to update their cost basis information for accurate tax reporting.
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What is cost basis change request?
A cost basis change request is a formal request made to change the original cost basis of an asset or investment.
Who is required to file cost basis change request?
Individuals or entities who need to adjust the cost basis of an asset or investment are required to file a cost basis change request.
How to fill out cost basis change request?
To fill out a cost basis change request, one needs to provide detailed information about the asset or investment, the reason for the change, and any supporting documentation.
What is the purpose of cost basis change request?
The purpose of a cost basis change request is to ensure that the cost basis of an asset or investment is accurate and reflects any changes that may have occurred.
What information must be reported on cost basis change request?
The information that must be reported on a cost basis change request includes the original cost basis, the proposed new cost basis, any adjustments made, and the reason for the change.
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