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STOCK MERGER CALCULATOR
Account or Owner Name (optional)
Enter your data separately for each tax lot (i.e. purchase date):
1. Name of original stock or
Enter your own data:
2. Name of new stock received in merger
3. Date of stock merger (mm/dd/yyyy)
4. Merger exchange ratio (number of new shares for each original share)
5. Tax status of merger--enter 1 if tax-free, 2 if taxable
6. Purchase date for original stock (mm/dd/yyyy)
7. Number of shares of original stock prior to merger (no commas)
8. Total cost basis for original stock, including commissions and fees, adjusted for previous spinoffs (total, not per share) $ (no commas)
9. Cash received in lieu of fractional shares (often denoted as CIL) (enter 0.00 if none) $
10. If the tax status is type 2 taxable, also provide the market value per share of the new stock on the date of merger (open, average, or closing price.) Use the market value per share that the brokerage firm used to compute the taxable proceeds on your Form 1099. $
11. Comment
12. Name of tax information statement, if available