CALCULATOR FOR CASH MERGERS OR TENDER OFFERS |
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| Press the CTRL-SHIFT-R keys simultaneously to ensure that you are using the latest version of the calculator. |
| Enter your data separately for each tax lot (i.e. purchase date): |
1. Name of original stock that you owned
or enter your own data:
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| 2. Name of buyer in the cash merger or tender offer |
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| 3. Date of closing of cash merger (mm/dd/yyyy) |
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| 4. Cash received per share from buyer |
$ |
| 5. Acquisition date for original stock (mm/dd/yyyy) |
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| 6. Number of shares of original stock owned prior to cash merger |
(no commas) |
| 7. Total cost basis for original stock, including commissions and fees, adjusted for previous spinoffs (total, not per share) |
$
(no commas) |
| 8. Comments or additional information about the cash merger |
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| 9. Account or Owner Name (optional) |
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