Calculating the cost basis of an investment is important for tax purposes Kesavan Balasubramaniam is a freelance writer who covers a wide array of investing topics, including retirement, FX trading, ...

The cost basis of a stock is the value of that stock or asset at a certain time, usually the time of purchase. It's normally calculated for tax purposes, so it's important to understand the factors ...

When individuals contribute assets to form a partnership, they must calculate each partner's basis in the partnership using two separate methods. Outside basis, or book basis, tracks each partner's ...

Cost basis is the original purchase price of an asset. Tracking cost basis is key to tax-efficient investing. Many, or all, of the products featured on this page are from our advertising partners who ...

One way to get wealthy in the stock market is to take dividend-paying stocks and reinvest the quarterly payments they make into buying more shares. Dividend reinvestment plans, or DRIPs for short, ...

Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor, and researcher who has assisted thousands of clients over a more than two-decade career. She is the CEO of ...

People invest with the hope of earning a return over time. But what happens when you choose to sell? Cost basis is key to understanding your tax obligations and the true profit of your investments.

Cost basis affects capital gains taxes on investments. Cost basis varies by investment type and whether you purchased the asset or received it as a gift or inheritance. Optimizing cost basis can ...

Inherited stocks get a basis reset to market value at the owner's death, reducing capital gains tax on future sales. Heirs cannot use losses prior to the original owner's death to offset other ...

To figure the capital gains taxes you would have to pay on a stock sale, you need the purchase date of the shares you bought, and the price, adjusted for splits, including any reinvested dividends and ...