CALCULATOR FOR STOCK RIGHTS |
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| Click the refresh button on your internet browser toolbar before you use the calculator to update to the latest version. |
| Enter your data separately for each tax lot (i.e. purchase date): |
| 1. Name of stock rights received |
or enter your own data:
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| 2. Features of rights issuance |
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| 3. Record date of stock rights (mm/dd/yyyy) |
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| 4. Date of distribution (pay date) of stock rights (mm/dd/yyyy) |
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| 5. Purchase date of original stock--tax lot (mm/dd/yyyy) |
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| 6. Rights distribution ratio (for example 0.5 if receive 1 right for each 2 shares ) |
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| 7. Percent allocation of cost basis to stock rights received (for example, 0.2 for 20%) |
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| 8. Percent allocation of cost basis to original stock (for example 0.8 for 80%) |
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| 9. Number of shares of original stock, adjusted for splits since purchase |
(no commas) |
| 10. Adjusted cost basis of original stock purchase, including commissions and fees, immediately prior to stock rights issuance |
$ (no commas) |
| 11. Cash received if stock rights were sold |
$ (no commas) |
| 12. Tax status of rights issued, enter 1 for tax-free issuance, 2 for taxable dividend | |
| 13. If tax status is taxable, enter taxable dividend value per stock right received. |
$ (no commas) |
| 14. Cash received in lieu of fractional stock rights (enter 0.00 if none) |
$ (no commas) |
| 15. Number of rights you exercised to subscribe for shares (enter 0.00 if none) |
(no commas) |
| 16. Exercise ratio of shares per stock right |
(no commas) |
| 17. Subscription exercise price per share |
$ (no commas) |
| 18. Date that rights were exercised (mm/dd/yyyy) |
(no commas) |
| 19. Number of rights you sold (enter 0.00 if none) |
(no commas) |
| 20. Total sales proceeds you received from sale of rights (enter 0.00 if none) |
$ (no commas) |
| 21. Date that rights were sold (mm/dd/yyyy) |
(no commas) |
| 22. Account number or owner name (optional) |
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| Name of tax information statement if available |
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