CALCULATOR FOR STOCK SPLIT-UPS |
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| Click the refresh button before you use the calculator to update to the latest version. |
| Enter your data separately for each tax lot (i.e. purchase date): |
| 1. Account or Owner Name (optional) |
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| 2. Name of split-up parent stock |
or enter your own data:
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| 3. Purchase date for parent stock (mm/dd/yyyy) |
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| 4. Date of split-up (mm/dd/yyyy) |
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| 5. Number of shares of original parent company stock owned prior to split-up |
(no commas) |
| 6. Total cost basis for original parent stock, including commissions and fees, adjusted for previous spinoffs (total, not per share) |
$ (no commas) |
| 7. Number of companies from split-up of parent stock (maximum 8 for this calculator) |
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| 8. Tax status: carryover basis or liquidation? |
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| 9. Comments and additional information about split-up |
(no commas) |
| 10. Name of tax information statement, if available |
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| Stock #1 Received in Split-Up: |
| 9. Name of stock #1 received |
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| 10. Split-up exchange ratio for stock #1 (number of shares received for each parent share) |
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| 11. Cost basis allocation factor for stock #1 |
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| 12. If tax status 2, enter fair market value per share of stock #1 on first day of trading |
$ |
| 13. Cash received in lieu of fractional shares for stock #1 (often denoted as CIL) (enter 0.00 if none) |
$ (no commas) |
| Stock #2 Received in Split-Up: |
| 14. Name of stock #2 received |
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| 15. Split-up exchange ratio for stock #2 (number of shares received for each parent share) |
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| 16. Cost basis allocation factor for stock #2 |
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| 17. If tax status 2, enter fair market value per share of stock #2 on first day of trading. |
$ |
| 18. Cash received in lieu of fractional shares for stock #2 (often denoted as CIL) (enter 0.00 if none) |
$ (no commas) |
| Stock #3 Received in Split-Up: |
| 19. Name of stock #3 received |
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| 20. Split-up exchange ratio for stock #3 (number of shares received for each parent share) |
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| 21. Cost basis allocation factor for stock #3 |
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| 22. If tax status 2, enter fair market value per share of stock #3 on first day of trading. |
$ |
| 23. Cash received in lieu of fractional shares for stock #3 (often denoted as CIL) (enter 0.00 if none) |
$ (no commas) |
| Stock #4 Received in Split-Up: |
| 24. Name of stock #4 received |
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| 25. Split-up exchange ratio for stock #4 (number of shares received for each parent share) |
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| 26. Cost basis allocation factor for stock #4 |
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| 27. If tax status 2, enter fair market value per share of stock #4 on first day of trading. |
$ |
| 28. Cash received in lieu of fractional shares for stock #4 (often denoted as CIL) (enter 0.00 if none) |
$ (no commas) |
| Stock #5 Received in Split-Up: |
| 29. Name of stock #5 received |
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| 30. Split-up exchange ratio for stock #5 (number of shares received for each parent share) |
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| 31. Cost basis allocation factor for stock #5 |
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| 32. If tax status 2, enter fair market value per share of stock #5 on first day of trading. |
$ |
| 33. Cash received in lieu of fractional shares for stock #5 (often denoted as CIL) (enter 0.00 if none) |
$ (no commas) |
| Stock #6 Received in Split-Up: |
| 34. Name of stock #6 received |
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| 35. Split-up exchange ratio for stock #6 (number of shares received for each parent share) |
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| 36. Cost basis allocation factor for stock #6 |
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| 37. If tax status 2, enter fair market value per share of stock #6 on first day of trading. |
$ |
| 38. Cash received in lieu of fractional shares for stock #6 (often denoted as CIL) (enter 0.00 if none) |
$ (no commas) |
| Stock #7 Received in Split-Up: |
| 39. Name of stock #7 received |
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| 40. Split-up exchange ratio for stock #7 (number of shares received for each parent share) |
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| 41. Cost basis allocation factor for stock #7 |
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| 42. If tax status 2, enter fair market value per share of stock #7 on first day of trading. |
$ |
| 43. Cash received in lieu of fractional shares for stock #7 (often denoted as CIL) (enter 0.00 if none) |
$ (no commas) |
| Stock #8 Received in Split-Up: |
| 44. Name of stock #8 received |
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| 45. Split-up exchange ratio for stock #8 (number of shares received for each parent share) |
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| 46. Cost basis allocation factor for stock #8 |
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| 47. If tax status 2, enter fair market value per share of stock #8 on first day of trading. |
$ |
| 48. Cash received in lieu of fractional shares for stock #8 (often denoted as CIL) (enter 0.00 if none) |
$ (no commas) |
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