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spinoff calculator picture
Press the CTRL key simultaneously with the F5 key to refresh the calculator and make sure you are using the latest version before you enter any data.
Enter your data separately for each tax lot (i.e. purchase date):
1. Name of stock received in spinoff

or enter your own data:
2. Name of original stock
3. Date of distribution of spinoff (mm/dd/yyyy)
4. Purchase date of original stock (tax lot)
5. Spinoff ratio (for example .5 in a 1 for 2 spinoff)
6. Percent allocation of cost basis to new spinoff stock (for example, .2 for 20%)
7. Percent allocation of cost basis to original stock (for example .8 for 80%)
8. Number of shares of original stock, adjusted for splits since purchase
(no commas)
9. Total cost of original stock purchase, including commissions and fees, adjusted for previous spinoffs and return of capital payments. For double spins use same cost basis for both calculations. $
(no commas)
10. Cash received in lieu of fractional shares (often denoted as CIL) (enter 0.00 if none) $
11. Tax status of spinoff, enter 1 for tax-free, 2 for taxable, 3 for return of capital, 4 for mixed status
12. If tax status is taxable or mixed, enter market value per share on date of distribution of spinoff stock received. If tax status is tax-free, enter 0.00
13. If tax status is return of capital or mixed, enter any return of capital per share of original stock. If tax status is tax-free or if there was no return of capital, enter 0.00
14. Account or owner name (optional)
15. Additional information
16. Name of tax information statement if available