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CALCULATOR FOR STOCK SPLIT-UPS
Click the refresh button each time you change the input data.
Enter your data separately for each tax lot (i.e. purchase date):
1. Account or Owner Name (optional)
2. Name of split-up parent stock or
Enter your own data:
3. Purchase date for parent stock (mm/dd/yyyy)
4. Date of split-up (mm/dd/yyyy)
5. Number of shares of original parent company stock owned prior to split-up (no commas)
6. Total cost basis for original parent stock, including commissions and fees, adjusted for previous spinoffs (total, not per share) $ (no commas)
7. Number of companies from split-up of parent stock (maximum 4 for this calculator)
8. Tax status: 1 for carryover basis, 2 for liquidation
9. Comments and additional information about split-up (no commas)
Stock #1 Received in Split-Up:
10. Name of stock #1 received
11. Split-up exchange ratio for stock #1 (number of shares received for each parent share)
12. Cost basis allocation factor for stock #1
13. If tax status 2, enter fair market value per share of stock #1 on first day of trading $
14. Cash received in lieu of fractional shares for stock #1 (often denoted as CIL) (enter 0.00 if none) $ (no commas)
Stock #2 Received in Split-Up:
15. Name of stock #2 received
16. Split-up exchange ratio for stock #2 (number of shares received for each parent share)
17. Cost basis allocation factor for stock #2
18. If tax status 2, enter fair market value per share of stock #2 on first day of trading. $
19. Cash received in lieu of fractional shares for stock #2 (often denoted as CIL) (enter 0.00 if none) $ (no commas)
Stock #3 Received in Split-Up:
20. Name of stock #3 received
21. Split-up exchange ratio for stock #3 (number of shares received for each parent share)
22. Cost basis allocation factor for stock #3
23. If tax status 2, enter fair market value per share of stock #3 on first day of trading. $
24. Cash received in lieu of fractional shares for stock #3 (often denoted as CIL) (enter 0.00 if none) $ (no commas)
Stock #4 Received in Split-Up:
25. Name of stock #4 received
26. Split-up exchange ratio for stock #4 (number of shares received for each parent share)
27. Cost basis allocation factor for stock #4
28. If tax status 2, enter fair market value per share of stock #4 on first day of trading. $
29. Cash received in lieu of fractional shares for stock #4 (often denoted as CIL) (enter 0.00 if none) $ (no commas)