REDEMPTION CALCULATOR |
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| Enter your data separately for each tax lot (i.e. purchase date): |
| 1. Name of stock paying a deemed redemption |
or enter your own data:
|
| 2. Date of original purchase (mm/dd/yyyy) (tax lot) |
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| 3. Date of redemption payment (mm/dd/yyyy) |
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| 4. Number of shares owned for this tax lot |
(no commas) |
| 5. Cost basis before redemption payment (total, not per share) |
$ (no commas) |
| 6. Amount of redemption payment per share |
$ (no commas) |
| 7. Market value per share prior to redemption |
$ (no commas) |
| 8. Percent of share redeemed |
$ (no commas) |
| 9. Reverse split factor for share |
$ (no commas) |
| 10. Tax treatment of redemption where 1 is market value method and 2 is reverse split ratio method |
$ (no commas) |
| Comments |
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| Tax information statement |
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| 11. Account or Owner Name (optional) |
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