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Use this form to change your cost-basis method on covered shares, specifically for mutual fund shares acquired after January 1, 2012. This document outlines the steps for changing the cost-basis method

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How to fill out cost-basis method change form

01

Obtain the cost-basis method change form from the appropriate financial institution or the IRS website.

02

Fill in your personal information, including name, address, and taxpayer identification number.

03

Specify the securities for which you are requesting a change in cost-basis method.

04

Indicate the current cost-basis method you are using and the desired method you wish to switch to.

05

Review the form for accuracy and completeness.

06

Sign and date the form to certify the information provided is true and complete.

07

Submit the completed form to your financial institution or the IRS as instructed.

Who needs cost-basis method change form?

01

Investors who wish to change their cost-basis accounting method for tax reporting.

02

Taxpayers who have received a notice from the IRS requiring a change of cost-basis method.

03

Individuals or entities that manage investments and need to report their capital gains or losses accurately.

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What is cost-basis method change form?

The cost-basis method change form is a document used to notify the IRS of a change in the method used to calculate the cost basis of an investment for tax reporting purposes.

Who is required to file cost-basis method change form?

Taxpayers who change their method of calculating cost basis for securities sold during the tax year are required to file the cost-basis method change form.

How to fill out cost-basis method change form?

To fill out the form, taxpayers must provide their identifying information, details about the securities involved, the previous cost-basis method used, the new method they are adopting, and any necessary supporting information.

What is the purpose of cost-basis method change form?

The purpose of the cost-basis method change form is to ensure that the IRS is informed of the change in cost-basis reporting methods, allowing for accurate tax reporting and compliance.

What information must be reported on cost-basis method change form?

The form must include the taxpayer's name, address, identification number, the description of the securities, the date of the change, the old and new cost-basis methods, and a signature certifying the information provided.

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