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CALCULATOR FOR MERGERS WITH MULTIPLE SECURITIES

Click the refresh button to clear previous data before you use the calculator.
Enter your data separately for each tax lot (i.e. purchase date):
1. Account name or number (optional)
2. Name of original stock
3. Name of buyer
4. Purchase date for original stock (mm/dd/yyyy)
Tax status of merger
5. Date of merger (yyyy-mm-dd)
6. Number of shares of original company stock you owned prior to multi merger (no commas)
7. Your total cost basis for original stock, including commissions and fees, adjusted for previous spinoffs (total, not per share) $ (no commas)
8. Number of securities you received in this multi merger
9. Amount of cash you actually received (in total, not per share) not including cash in lieu of fractional shares $ (no commas)
Amount of cash you should have received per share, not including cash in lieu of fractional shares
Amount of cash should have received per share that was return of capital
Security #1 Received in Multi Merger:
10. Name of security #1 received
Exchange ratio for security #1 (number of shares received for each original share)
Tax status of security #1
Cost basis allocation factor for security #1
If tax status 2, enter fair market value per share of security #1 on first day of separate trading $
Return of capital amount per share of security #1 $
11. Number of whole shares or units of security #1 that you actually received (no commas)
12. Cash received in lieu of fractional shares for security #1 (often denoted as CIL) (enter 0.00 if none) $ (no commas)
Security #2 Received in Multi Merger:
13. Name of security #2 received
Multi-merger exchange ratio for security #2 (number of shares received for each original share)
Tax status of security #2
Cost basis allocation factor for security #2
If tax status 2, enter fair market value per share of security #2 on first day of separate trading. $
Return of capital amount per share of security #2 $ (no commas)
14. Number of whole shares or units of security #2 that you actually received (no commas)
15. Cash received in lieu of fractional shares for security #2 (often denoted as CIL) (enter 0.00 if none) $ (no commas)
Security #3 Received in Multi Merger:
16. Name of security #3 received
Multi-merger exchange ratio for security #3 (number of shares received for each original share)
Tax status of security #3
Cost basis allocation factor for security #3
If tax status 2, enter fair market value per share of security #3 on first day of separate trading. $
Return of capital amount per share of security #3 $ (no commas)
17. Number of whole shares or units of security #3 that you actually received (no commas)
18. Cash received in lieu of fractional shares for security #3 (often denoted as CIL) (enter 0.00 if none) $ (no commas)
Security #4 Received in Multi Merger:
19. Name of security #4 received
Multi-merger exchange ratio for security #4 (number of shares received for each original share)
Tax status of security #4
Cost basis allocation factor for security #4
If tax status 2, enter fair market value per share of security #4 on first day of trading. $
Return of capital amount per share of security #4 $ (no commas)
20. Number of whole shares or units of security #4 that you actually received (no commas)
21. Cash received in lieu of fractional shares for security #4 (often denoted as CIL) (enter 0.00 if none) $ (no commas)
Security #5 Received in Multi Merger:
22. Name of security #5 received
Exchange ratio for security #5 (number of shares received for each original share)
Tax status of security #5
Cost basis allocation factor for security #5
If tax status 2, enter fair market value per share of security #5 on first day of separate trading. $
Return of capital amount per share of security #5 $ (no commas)
23. Number of whole shares or units of security #5 that you actually received (no commas)
24. Cash received in lieu of fractional shares for security #5 (often denoted as CIL) (enter 0.00 if none) $ (no commas)
Name of tax information statement, if available
Comment #1 about multiple security merger (no commas)
Comment #2 about multiple security merger (no commas)
Comment #3 about multiple security merger (no commas)