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Click the reload button on your internet browser toolbar to clear the calculator and download the newest version before you enter new data. Enter your data separately for each tax lot (i.e. purchase date):
1. Name of stock warrants received
or enter your own data:
2. Name of issuer
3. Features of warrants issuance
4. Record date of stock warrants (mm/dd/yyyy)
5. Date of distribution (pay date) of stock warrants (mm/dd/yyyy)
6. Purchase date of original stock (tax lot)
7. Warrant distribution ratio (for example .5 if receive 1 right for each 2 shares )
8. Percent allocation of cost basis to stock warrants received (for example, .2 for 20%)
9. Percent allocation of cost basis to original stock (for example .8 for 80%)
10. Number of shares of original stock, adjusted for splits since purchase (no commas)
11. Cost (total, not per share) of original stock purchase, including commissions and fees, adjusted for spinoffs, etc. $ (no commas)
12. Tax status of warrants issued, enter 1 for tax-free, 2 for taxable dividend, 3 for return of capital
13. If tax status is taxable or return of capital, enter fair market value per stock warrant received. If tax status is tax-free, enter 0.00
14. Cash received in lieu of fractional warrants (enter 0.00 if none) $ (no commas)
15. Cash received if stock warrants were sold $ (no commas)
16. Name of account or client (optional)
17. Name of tax information statement if available