RayW7
Expert Alumni

Investors & landlords

The original cost basis is the purchase price you paid for an investment, plus commissions and any fees.  In most cases it's simply the total amount you paid for the investment.

 

The adjusted cost basis is the original acquisition cost plus any adjustments due to the following:

• Stock plan and ESPP transactions

• Corporate actions

• Wash sales

• Amortizations and accretions

• Standardized options