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CASH TO BOOT CALCULATOR FOR STOCK MERGERS WITH CASH
Enter your data separately for each tax lot (i.e. purchase date):
Click the refresh button on your browser each time you change the input data
Name of original stock or
Enter your own data:
1. Date of purchase (tax lot) (mm/dd/yyyy)
2. Number of shares of original stock, adjusted for splits since purchase (no commas)
3. Total cost of original stock purchase, including commissions & fees, adjusted for previous spinoffs (for all shares, not per share) $ (no commas)
4. Name of new stock received
5. Date of exchange (mm/dd/yyyy)
6. Exchange ratio of new stock per share of original stock (for example, 0.6725)
7. Number of whole shares of new stock received (no commas)
8. Number of fractional shares of new stock received (.xxx)
9. Number of whole and fractional shares of new stock received (xxxx.xxx) (no commas)
10. Cash to boot received for old stock (per share) $ (no commas)
11. Cash in lieu received for fractional shares (enter 0.00 if none) $
12. Market value per share of new stock (opening, average or closing price on day of merger or day before) $
13. Enter 1 for normal cash to boot rules, 2 for fully taxable, 3 for redemption
14. Additional comments if any
15. Name of tax information statement if available
16. Name of account (optional)