MONEY talks

Jones, Dan
October 2005
PN;Oct2005, Vol. 59 Issue 10, p56
Trade Publication
This article looks at the basis rules involving stock purchases, splits, dividends, stock received as a gift, and inherited stock. The basis of a stock sold by its original purchaser equals the amount paid for the stock plus any commissions, transfer fees, or other costs. Shares are also frequently acquired through reinvestment programs. With mutual funds, the shareholder acquires additional basis for each reinvested dividend. In addition, he or she may use an average cost basis as well as the other two methods.


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