At tax time, you will need to determine your cost basis to report capital gains taxes to the IRS. To help you calculate this information, we have partnered with NetWorth Services, Inc., to provide a web-based, cost-basis calculation service called NetBasis. There is a charge for this service. Fee information can be found on the NetBasis website.
To use NetBasis, you will need to supply the following information:
- Your original purchase/acquisition dates.
- Number of shares acquired.
- Number of shares sold.
- Sale dates.
NetBasis then will be able to supply you with your cost basis, gain/loss and sale proceeds, and current status of your investment.
Account History Request
Use this form to request your transaction history. You will receive your information by U.S. mail. We strive to complete all requests within five business days. Missing or incomplete information may delay the process.
All fields are required.