Selling mutual funds? Choose the right cost basis method to manage taxes efficiently and maximize your gains. Explore strategies to prevent unexpected taxable events.

As we wrap up tax season, I’m reminded of a mistake I’ve seen multiple people fall victim to: incorrect reporting of cost basis. Cost basis is the adjusted value of the security when you originally ...

The new federal rules governing cost basis reporting are a little elaborate, but the big picture is easy to grasp. Ever drive through a red light at a traffic intersection where one of those automatic ...

U.S. crypto investors now have just over two weeks to execute any final sales before sweeping IRS reporting rules go live on January 1, 2026. What Happened: Beginning in 2026, centralized exchanges ...

Ron Marino remembers what it used to be like when a new broker joined UBS and had to transfer clients' cost-basis information manually. “Because this was a time-consuming process, with each broker ...

DTCC is helping customers comply with US cost basis reporting regulations for mutual fund assets with a secure and automated standard for transferring data between financial intermediaries. The ...

I sold a bit of stock in 2024. A lot was AAPL bought via options in 2012. E-Trade no longer has any documents from back then. Since then there have been a stock split or 3, and a bunch of dividend ...

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 ...