Skip to main content
Level 2
July 14, 2020
Question

Cost basis calculators

  • July 14, 2020
  • 2 replies
  • 7 views

What the best online cost-basis strategy/calculator for funds held for many years and sold all? NetBasis is not giving me the answers I want this year. 

    2 replies

    Seahawk190
    Level 4
    August 7, 2020

    Log-in to your investment account and see the information there.

    fanfare
    Level 15
    September 18, 2020

    since you "sold all", consider using average cost basis.

     

    See IRS Pub 550.

    ThickAsABrick
    Level 4
    February 14, 2021

    If you have a broker to contact (or work with) at your brokerage house, I'd ask them to research this for you. They do it all the time.