Welcome Company Shareholders
Cost Basis Calculation
Netbasis will automatically calculate your adjusted cost basis for or any -affiliated company.
A purchase of one Netbasis transaction for $25.00 will provide you with:
- The information and documentation needed to calculate your capital gains for tax purposes
- An historical reconstruction of your investment including all corporate actions and dividend re-investments
- The ability to optimize your tax strategy by selecting from a variety of sale methods
- Pricing and corporate actions for your securities
Netbasis contains all of the pricing and dividend history including all splits, mergers and any other corporate action. Netbasis does not contain your personal purchase and sale history.
You will need to enter:
- The purchase date
- The number of shares ( or dollar amount ) you sold
- The sales dates
This information can often be found on several types of investment documents including: broker and transfer agent statements, your 1099 statement or pay stubs.