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Search results with tag "Cost basis"
Preparing for Cost Basis Changes
www.stifel.comOctober 1, 2010 Preparing for Cost Basis Changes As you may know, cost basis reporting requirements are changing. New legislation passed by Congress in 2008 requires brokers to report cost basis to
Cost basis regulations and you - Fidelity Investments
www.fidelity.com• Adjusted cost basis • Holding period (long-term or short-term) • Wash sale information 2011 Stock in a corporation purchased on or after January 1, 2011 2012 Securities eligible for average cost (mutual fund and DRIP), purchased on or after January 1, 2012 2014 and beyond Options, fixed income, and other securities as determined by the IRS,