COST BASIS CALCULATOR FOR GIFTS |
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| Enter your data separately for each tax lot (i.e. purchase date): |
| 1. Name of donee (gift recipient) |
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| 2. Name of donor (the person who gave you the gift) |
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| 3. Name of stock |
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| 4. Date of original acquisition by donor (tax lot) |
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| 5. Date of gift |
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| 6. Number of shares of stock received as a gift |
(no commas) |
| 7. Donor's cost basis per share immediately prior to the gift, including commissions & fees, adjusted for previous spinoffs, splits, etc |
$ (no commas) |
| 8. Market value per share on date of gift (average of high and low) |
$ (no commas) |
| 9. Total amount of gift tax, if any, paid by the donor on Form 709 for this gift |
$ (no commas) |
| 10. Net amount of gift declared by the donor on Form 709 after exclusions and deductions if gift was made after 1976 and gift tax was paid |
$ (no commas) |
| 11. Do you still own the shares in this tax lot? |
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| 12. Sale price of stock (per share) if sold |
$ (no commas) |
| 13. Date of sale |
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