MGE Energy, Inc.Madison, Wisconsin  
 
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About MGEE
Calculate your cost basis

At tax time, shareholders must determine their cost basis to report capital gains taxes to the IRS. Cost-basis calculations can be very difficult and time consuming, even for professional tax preparers. There is an easier way.

MGE Energy has partnered with NetWorth Services and the Depository Trust & Clearing Corp. to provide a Web-based cost-basis calculation service - AccuBasis. There is a charge for this service. Fee information is posted on the AccuBasis Web site.

The AccuBasis system automatically calculates the cost basis for your MGE Energy shares. The system adjusts for any corporate actions or dividend reinvestments. You supply:

  • Your original purchase/acquisition dates.
  • Number of shares acquired.
  • Number of shares sold.
  • Sale dates.

The AccuBasis system will do the rest.

Within seconds, you will have:

  • Your cost basis.
  • Gain/loss and sale proceeds.
  • Current status of your investment.

The AccuBasis system also provides supporting documentation if you ever need it.

To use the AccuBasis Cost-Basis system, visit www.accubasis.com. This will take you to the AccuBasis system where you can purchase a cost-basis calculation.

If you have any questions or problems using the AccuBasis system, call their 24/7 Customer Care Call Center, 1-888-55-BASIS (1-888-552-2747) or use the Live Web Chat service located on the Help button once you have logged on to the system.

Accubasis
To use the AccuBasis Cost-Basis system, visit www.accubasis.com or click on the button above.


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