Archive for Mutual Funds

Understanding Cost Basis

Posted on Nov 18, 2011 What’s more fun than going on a lavish, five-star vacation? Investing. And what’s more fun than investing? Learning about

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Tax Law (Questions About Taxes) Costbasis preventing a debacle ) initial purchase price capital

Advertisement Question QUESTION: Dear Mr. Stancil, I have two questions. First, my parents bought me stock in a company back in the early 1980s

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Know Your Cost Basis and Save on Taxes

Many of you invest in taxable (nonretirement) accounts in addition to investing in your 401k or IRAs. For those accounts there are new tax

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Evaluating `cost basis of stock is likely to get easier

PERSONAL FINANCE March 30, 2008 | By EILEEN AMBROSE You’ve been buying stock on a regular basis and reinvesting the dividends to acquire more

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TDAmeritrade Daytrading Question

So, I am aware of the rule that one cannot day trade more than 3 times in 5 business days before their account is

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Vanguard FAQs Cost Basis

What is cost basis, and why is it important? Cost basis is generally the dollar amount you paid for your shares. It’s adjusted for

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The brave new world of cost basis reporting

Recent tax law changes have made accurately calculating and reporting clients’ capital gains even more critical with higher effective tax rates being imposed on

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Rules change how you figure taxes on stocks

By Matt Krantz, USA TODAY The IRS suspects investors are shortchanging it more than $11 billion a year. Now it has a plan to

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How to Calculate Cost Basis Made Really Easy

If you are an investor, you need to know how to calculate cost basis. That’s not because cost basis is relevant to your investment

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Cost Basis_2

Cost basis. Cost basis is the original cost of the asset purchased, including any reinvested dividends, reinvested capital gain distributions (for mutual funds), adjustments

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