Cash to Boot Calculator for Stock and Cash Mergers

CASH TO BOOT CALCULATOR FOR STOCK MERGERS WITH CASH
Enter your data separately for each tax lot (i.e. purchase date):
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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. Cash to boot received for old stock (per share)	$ (no commas)
10. Cash in lieu received for fractional shares (enter 0.00 if none)	$
11. Market value per share of new stock (opening, average or closing price on day of merger or day before)	$
12. Enter 1 if normal cash to boot rules, 2 if fully taxable proceeds, 3 if redemption, 4 if taxable dividend
13. Additional comments if any
14. Name of tax information statement if available
15. Name of account or owner (optional)