STOCK MERGER CALCULATOR |
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| Press the CTRL-SHIFT-R keys simultaneously to ensure that you are using the latest version of the calculator. |
| Enter your data separately for each tax lot (i.e. purchase date): |
| 1. Name of original stock |
or enter your own data:
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| 2. Name of new stock received in merger |
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| 3. Date of stock merger (mm/dd/yyyy) |
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| 4. Merger exchange ratio (number of new shares for each original share) |
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| 5. Tax status of merger--enter 1 if tax-free, 2 if taxable, 3 if PFIC, 4 if Sec 367 merger with foreign corp, 5 if non-taxable entity conversion |
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| 6. Purchase date for original stock (mm/dd/yyyy) |
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| 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 or 4, 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. If the tax status is type 5, also provide the amount of liabilities released (total amount for the tax lot and not per share) at the date of conversion (find this on your Sch K-1.) |
$ |
| 12. If the tax status is type 5, also provide the net amount of income less expenses less distributions reported on your Sch K-1 from your original date of purchase until the date of conversion (total amount for the tax lot and not per share). |
$ |
| 13. Comment |
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| 14. Name of tax information statement, if available |
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| 13. Account or Owner Name (optional) |
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