COST BASIS CALCULATOR FOR GIFTS
Please click the refresh button on your internet browser toolbar each time you use the calculator.
Enter your data separately for each tax lot (i.e. purchase date):
1. Name of account or owner (optional)
2. Name of donor (optional)
3. Name of stock
4. Date of acquisition by donor (tax lot) (mm/dd/yyyy)
5. Date of gift (mm/dd/yyyy)
6. Number of shares of stock received as a gift
(no commas)
7. Donor's cost basis per share,
including commissions & fees,
adjusted for previous spinoffs, splits, etc
$
(no commas)
8. Market value per share on date of gift
$
9. Does the gift recipient still own the shares in this tax lot?
yes
no
10. Sale price of stock (per share) if sold
$
(no commas)
