CASH TO BOOT CALCULATOR FOR STOCK MERGERS WITH CASH |
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| Enter your data separately for each tax lot (i.e. purchase date): |
| Press the CTRL-SHIFT-R keys simultaneously to refresh your browser and ensure that you are using the latest version |
| Name of original stock |
or enter your own data:
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| 1. Name of new stock received |
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| 2. Date of purchase (tax lot) (mm/dd/yyyy) |
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| 3. Number of shares of original stock, adjusted for splits since purchase |
(no commas) |
| 4. Total cost of original stock purchase, including commissions & fees, adjusted for previous spinoffs and return of capital (for all shares, not per share) |
$ (no commas) |
| 5. Date of exchange (mm/dd/yyyy) |
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| 6. Exchange ratio of new stock per share of original stock (for example, 0.6725) |
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| 7. Number of whole shares of new stock you received |
(no commas) |
| 8. Number of fractional shares of new stock you received (.xxx) |
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| 9. Cash to boot received for old stock (per share) |
$ (no commas) |
| 10. Total cash to boot you received for old stock (not per share) |
$ (no commas) |
| 11. Cash in lieu received for fractional shares (enter 0.00 if none) |
$ |
| 12. Fair market value per share of new stock received (opening, average or closing price at time of merger) |
$ |
| 13. Enter 1 if normal cash to boot rules, 2 if fully taxable proceeds, 3 if redemption, 4 if taxable dividend, 5 if PFIC with QEF election, 6 if PFIC with mark to market election, 7 if PFIC with no election, 8 if PFIC with deemed sale election |
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| 13. Additional comments if any |
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| 14. Name of tax information statement if available |
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| 14. Name of account or owner (optional) |
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