Use complete source data
Work from original exports and contemporaneous records. Do not enter guessed values as if they were verified.
Calculate adjusted basis, net proceeds, estimated gain or loss, and return percentage.
Practical guidance
Enter the original acquisition cost and related acquisition fees, followed by gross disposal proceeds and disposal fees. The result separates adjusted basis, net proceeds, gain or loss, and percentage return.
Work from original exports and contemporaneous records. Do not enter guessed values as if they were verified.
Check dates, currency, quantities, fees, and assumptions before using an output in tax software or a filing.
Save original statements and notes that allow you or an adviser to reproduce the result.
No. Deductibility and loss restrictions depend on the transaction and jurisdiction.
No. This tool runs locally in your browser. Analytics records page usage, not the financial values you enter.