与互惠基金成本基础申报记录表.pdfVIP

StockandMutualFund2014

CostBasisLookupWorksheet

GKeepforyourrecords

Name(s)ShownonReturnSocialSecurityNumber

PartIStockorMutualFundInformation

1Description

2Companyname

3Symbol

4CUSIPnumber

5Datesold

6Sharessold

7Totalsaleproceeds

8Methodofacquisition(checkone):

aPurchase

bInheritance

cGift

dDivorce

9Howacquired(checkone):

aSinglelot

bMultiplelots

10Ifpurchase:

aInitialdatepurchased

bInitialpurchaseprice(shares@)

cInitialexpensesandcommissions

11Ifacquiredbyinheritance:

aDateofacquisition

bBasisforgainorloss(shares@)

12Ifacquiredbygift:

aDateacquiredbydonor

bDateofgift

cDonor’scostbasis(shares@)

dFairmarketvalueondateofgift(shares@)

eGifttaxpaidbydonor,ifany(rare)

13Ifacquiredbydivorce:

aDateacquiredbyformerspouse

bFormerspouse’scostbasis(shares@)

14Ifmultiplelots,checkone:

aFirst-InFirst-Out(FIFO)Methodapplies

bAverageSingleCategoryMethodapplies