Mutual Fund Basis Calculator - Utilizes an extensive database to automatically compute tax basis including reinvested dividends. Historic High-Low-Mean Value Calculator - Calculates the values on the alternate valuation date as well.
Step 1: Choose a mutual fund for testing
VFINX FMAGX PRGFX FCNTX
Step 2: Choose a basis calculation date and enter the proceeds of the sale as shown on 1099.
mm
dd
yyyy
Sale Proceeds
Step 3: Input purchases and sales by date
Purchases
Prior Sales
Date
$
Step 4:
Step 1: Choose a security or mutual fund
IBM JNJ S HWP
Step 2: Choose a valuation date
Note: If a non-trading day is selected, calculations will be performed using the mean of the high and low closing prices on the next and immediately preceding trading days in accordance with IRS Reg 20.2031-2.
Step 3:
