Stock Cost Basis Spreadsheet Exposed
You are unable to update the foundation for shares in the event the cost basis has been given by Fidelity. Divide the result by the quantity of shares you have to find out your new per-share basis. The whole basis of the position is reduced by the quantity of the non-taxable distributions, but they don't influence the basis per share of current shares. At times, unknown cost basis is simply caused by an account pre-dating cost basis records. Because of all these activities, the basis of ATT's stock is among the most complicated to work out. You are able to figure out the stock split cost basis using the proportion of post-split stock to pre-split. Therefore, it's important to be aware of the cost basis of your initial purchase and the way the stock split affects your cost per share.
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Excel Spreadsheet Template