Cost Basis Information Center
When you sell or exchange shares of a mutual fund or other securities, you may have a capital gain or loss that must be reported to the IRS. To determine the gains or losses from shares sold, you must calculate the cost basis, or the original price paid, for the different shares you own. Below you will find important information about calculating and reporting cost basis.
Information on recent changes to cost basis regulations.
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Answers to the most commonly asked questions about cost basis.
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Link to the IRS website for cost basis.
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Update your cost basis election method.
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