REDEMPTION CALCULATOR FOR IRC SECTION 302 DISTRIBUTIONS |
| Account or Owner Name (optional) |
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| Enter your data separately for each tax lot (i.e. purchase date): |
| 1. Name of stock making distribution eligible for Sec 302 |
or
Enter your own data:
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| 2. Date of IRC Section 302 distribution (mm/dd/yyyy) |
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| 3. Amount of Section 302 distribution per share |
$ (no commas) |
| 4. Cost basis allocation for this Section 302 distribution (enter 10% as 0.10) |
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| 5. Number of shares of stock in this tax lot |
(no commas) |
| 6. Total cost basis for this tax lot of stock, including commissions and fees, adjusted for previous spinoffs and redemptions (total, not per share) |
$ (no commas) |
| 7. Purchase date for this stock (mm/dd/yyyy) |
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| 8. Did the company inform you that this distribution was eligible for Sec 302 (redemption) treatment? |
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