Tax Basis Calculation Tool Asset Information Asset Name / Description (Optional): Number of Shares / Units (Optional, for per-share basis): Acquisition Details How was the asset acquired? -- Select Method -- Purchase Inheritance Date Acquired: Purchase Price: Acquisition Costs (Commissions, Fees, etc.): Fair Market Value (FMV) at Date of Death: Adjustments Increasing Basis Capital Improvements (if applicable): Reinvested Dividends / Distributions: Other Adjustments Increasing Basis: Adjustments Decreasing Basis Depreciation Taken (if applicable): Return of Capital Distributions (Non-dividend): Casualty/Theft Losses Deducted: Other Adjustments Decreasing Basis: Calculation Results Initial Basis: Total Increasing Adjustments: Total Decreasing Adjustments: Adjusted Tax Basis (Total): Adjusted Basis Per Share/Unit: Download Results as PDF
