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COST BASIS REPORTING
SELECTION/CHANGE FORM
Please consult your tax advisor if you have questions regarding your cost basis selection method. This form is required only
if you wish to select a cost
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How to fill out cost basis disclosure statement
How to fill out cost basis disclosure statement
01
Obtain the cost basis information for the specific investment from your financial institution.
02
Fill out the required information such as taxpayer identification number, name, address, and account number.
03
Provide details of the investment such as purchase date, price, and any adjustments for dividends or stock splits.
04
Calculate the cost basis of the investment and include it in the statement.
05
Sign and date the disclosure statement before submitting it to the appropriate party.
Who needs cost basis disclosure statement?
01
Investors who have sold or transferred investments and need to report their cost basis for tax purposes.
02
Financial institutions and brokers who are required to provide cost basis information to their clients.
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What is cost basis disclosure statement?
The cost basis disclosure statement is a document that details the original cost of an asset for tax purposes.
Who is required to file cost basis disclosure statement?
Individuals or entities who have sold or transferred assets during the tax year are required to file a cost basis disclosure statement.
How to fill out cost basis disclosure statement?
You can fill out the cost basis disclosure statement by listing each asset sold or transferred, along with its original cost and date of acquisition.
What is the purpose of cost basis disclosure statement?
The purpose of the cost basis disclosure statement is to provide accurate information to the IRS regarding the capital gains or losses on assets sold or transferred.
What information must be reported on cost basis disclosure statement?
The cost basis disclosure statement must include details such as the description of the asset, original cost, date of acquisition, date of sale or transfer, and the amount received.
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