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  CALCULATOR FOR STOCK SPLIT-UPS

Click the refresh button before you use the calculator to update to the latest version.
Enter your data separately for each tax lot (i.e. purchase date):
1. Account or Owner Name (optional)
2. Name of split-up parent stock
or enter your own data:
3. Purchase date for parent stock (mm/dd/yyyy)
4. Date of split-up (mm/dd/yyyy)
5. Number of shares of original parent company stock owned prior to split-up (no commas)
6. Total cost basis for original parent stock, including commissions and fees, adjusted for previous spinoffs (total, not per share) $ (no commas)
7. Number of companies from split-up of parent stock (maximum 8 for this calculator)
8. Tax status: 1 for carryover basis, 2 for liquidation
9. Comments and additional information about split-up
(no commas)
10. Name of tax information statement, if available
Stock #1 Received in Split-Up:
11. Name of stock #1 received
12. Split-up exchange ratio for stock #1 (number of shares received for each parent share)
13. Cost basis allocation factor for stock #1
14. If tax status 2, enter fair market value per share of stock #1 on first day of trading $
15. Cash received in lieu of fractional shares for stock #1 (often denoted as CIL) (enter 0.00 if none) $ (no commas)
Stock #2 Received in Split-Up:
16. Name of stock #2 received
17. Split-up exchange ratio for stock #2 (number of shares received for each parent share)
18. Cost basis allocation factor for stock #2
19. If tax status 2, enter fair market value per share of stock #2 on first day of trading. $
20. Cash received in lieu of fractional shares for stock #2 (often denoted as CIL) (enter 0.00 if none) $ (no commas)
Stock #3 Received in Split-Up:
21. Name of stock #3 received
22. Split-up exchange ratio for stock #3 (number of shares received for each parent share)
23. Cost basis allocation factor for stock #3
24. If tax status 2, enter fair market value per share of stock #3 on first day of trading. $
25. Cash received in lieu of fractional shares for stock #3 (often denoted as CIL) (enter 0.00 if none) $ (no commas)
Stock #4 Received in Split-Up:
26. Name of stock #4 received
27. Split-up exchange ratio for stock #4 (number of shares received for each parent share)
28. Cost basis allocation factor for stock #4
29. If tax status 2, enter fair market value per share of stock #4 on first day of trading. $
30. Cash received in lieu of fractional shares for stock #4 (often denoted as CIL) (enter 0.00 if none) $ (no commas)
Stock #5 Received in Split-Up:
26. Name of stock #5 received
27. Split-up exchange ratio for stock #5 (number of shares received for each parent share)
28. Cost basis allocation factor for stock #5
29. If tax status 2, enter fair market value per share of stock #5 on first day of trading. $
30. Cash received in lieu of fractional shares for stock #5 (often denoted as CIL) (enter 0.00 if none) $ (no commas)
Stock #6 Received in Split-Up:
26. Name of stock #6 received
27. Split-up exchange ratio for stock #6 (number of shares received for each parent share)
28. Cost basis allocation factor for stock #6
29. If tax status 2, enter fair market value per share of stock #6 on first day of trading. $
30. Cash received in lieu of fractional shares for stock #6 (often denoted as CIL) (enter 0.00 if none) $ (no commas)
Stock #7 Received in Split-Up:
26. Name of stock #7 received
27. Split-up exchange ratio for stock #7 (number of shares received for each parent share)
28. Cost basis allocation factor for stock #7
29. If tax status 2, enter fair market value per share of stock #7 on first day of trading. $
30. Cash received in lieu of fractional shares for stock #7 (often denoted as CIL) (enter 0.00 if none) $ (no commas)
Stock #8 Received in Split-Up:
26. Name of stock #8 received
27. Split-up exchange ratio for stock #8 (number of shares received for each parent share)
28. Cost basis allocation factor for stock #8
29. If tax status 2, enter fair market value per share of stock #8 on first day of trading. $
30. Cash received in lieu of fractional shares for stock #8 (often denoted as CIL) (enter 0.00 if none) $ (no commas)