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WELCOME TO ACCUBASIS
The AccuBasis Website contains all of the information and tools that you need to obtain information on the shares in the Company that you own or any other Company that would have resulted in you owning the shares that you own.
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Obtain pricing for your securities
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Understand the corporate events that happened to your investment while you
owned it
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Calculate your adjusted cost basis for your tax return
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Understand the true value of your investment
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Obtain
your
history of dividend reinvestments and capital gains
Before you begin,
there are various pieces
of information that you will need to use the AccuBasis
System. This information can be found on several types of your
investment documents. The following is a list of the different pieces of
information that you will need to begin and the documents on which this
information is usually located:
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Number of shares originally purchased - Broker or
Transfer Agent Statements
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Purchase date of the security - Broker or Transfer
Agent Statements
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Number of shares sold -
Pay Stubs,
Broker or Transfer Agent or 1099 Statements
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Date of sale -
Pay Stubs,Broker or Transfer Agents or 1099 Statements
Now you are almost ready to use
the AccuBasis
System.
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