Selling mutual funds? Choose the right cost basis method to manage taxes efficiently and maximize your gains. Explore ...

The new federal rules governing cost basis reporting are a little elaborate, but the big picture is easy to grasp. Ever drive through a red light at a traffic intersection where one of those automatic ...

As we wrap up tax season, I’m reminded of a mistake I’ve seen multiple people fall victim to: incorrect reporting of cost basis. Cost basis is the adjusted value of the security when you originally ...

Ron Marino remembers what it used to be like when a new broker joined UBS and had to transfer clients' cost-basis information manually. “Because this was a time-consuming process, with each broker ...

I sold a bit of stock in 2024. A lot was AAPL bought via options in 2012. E-Trade no longer has any documents from back then. Since then there have been a stock split or 3, and a bunch of dividend ...