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REDEMPTION CALCULATOR FOR IRC SECTION 302 DISTRIBUTIONS

Account or Owner Name (optional)
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:
2. Date of IRC Section 302 distribution (mm/dd/yyyy)
3. Amount of Section 302 distribution per share $ (no commas)
4. Cost basis allocation for this Section 302 distribution (enter 10% as 0.10)
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)
8. Did the company inform you that this distribution was eligible for Sec 302 (redemption) treatment?