Stock Rights Calculator

Input should be numeric for lines 6 through 14. Enter 0.00 if none.

CALCULATOR FOR STOCK RIGHTS
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Enter your data separately for each tax lot (i.e. purchase date):
1. Name of stock rights received	or Enter your own data:
2. Features of rights issuance
3. Record date of stock rights (mm/dd/yyyy)
4. Date of distribution (pay date) of stock rights (mm/dd/yyyy)
5. Purchase date of original stock (tax lot)
6. Rights distribution ratio (for example .5 if receive 1 right for each 2 shares )
7. Percent allocation of cost basis to stock rights received (for example, .2 for 20%)
8. Percent allocation of cost basis to original stock (for example .8 for 80%)
9. Number of shares of original stock, adjusted for splits since purchase	(no commas)
10. Total cost of original stock purchase, including commissions and fees	$ (no commas)
11. Cash received if stock rights were sold	$ (no commas)
12. Tax status of rights issued, enter 1 for tax-free issuance, 2 for taxable dividend
13. If tax status is taxable, enter taxable dividend value per stock right received. If tax status is tax-free, enter 0.00
14. Cash received in lieu of fractional stock rights (enter 0.00 if none)	$ (no commas)
15. Name of account or client (optional)