RETURN OF CAPITAL (ROC) CALCULATOR FOR STOCKS |
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| Enter your data separately for each tax lot (purchase date) and ROC date: |
| 1. Name of Stock |
or
Enter your own data:
|
| 2. Date of purchase (tax lot) (mm/dd/yyyy) |
|
| 3. Date of return of capital payment (mm/dd/yyyy) |
|
| 4. Number of shares of stock owned |
(no commas) |
| 5. Adjusted cost basis immediately prior to this ROC payment (total, not per share) |
$ (no commas) |
| 6. Return of capital payment for this tax lot (per share) |
$ (no commas) |
| |
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