PARTIAL REDEMPTION MERGER CALCULATOR |
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| Enter your data separately for each tax lot (i.e. purchase date): |
| 1. Name of stock sold in partial redemption merger |
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| 2. Name of buyer |
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| 3. Date of merger (mm/dd/yyyy) |
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| 4. Date of original purchase (mm/dd/yyyy) (tax lot) |
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| 5. Number of shares owned for this tax lot |
(no commas) |
| 6. Cost basis for this tax lot before partial redemption merger (total, not per share) |
$ (no commas) |
| 7. Amount of cash redemption payment per share |
$ (no commas) |
| 8. Exchange ratio for buyer stock per share |
(no commas) |
| Cash ratio for buyer stock per share |
$ (no commas) |
| 9. Cash received in lieu of fractional share |
$ (no commas) |
| 10. Cash price for fractional shares |
$ (no commas) |
| 11. Estimated accumulated earnings and profits (AE&P) per share of seller stock or taxable dividend per share on merger date reported on your Form 1099 |
$ (no commas) |
| 12. Did you own shares of buyer stock prior to this merger? |
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| 13. Account or Owner Name (optional) |
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| Comments |
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| Tax information statement |
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