Cost Basis Reportng FAQs | Tax Center | Lord Abbett
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Cost Basis Resource Center

Each year, mutual funds and brokerage firms are required to provide the federal government with information, for tax-reporting purposes, pertaining to the sale of securities, including shares of mutual funds. Investors, in turn, are required to report whether a gain or loss was incurred as a result of the sale of the securities.

To date, the responsibility of determining gains or losses resulting from the sale of a security has fallen on the shoulders of the investor—a particularly challenging task because it requires computing the adjusted cost basis of the security (i.e., the amount the investor paid to purchase fund shares adjusted by certain items, such as a tax return of capital or wash sale), gain or loss, and holding period. In October 2008, Congress included mandatory cost-basis reporting by mutual funds and brokerage firms as part of the Emergency Economic Stabilization Act of 2008.

  • Impact on Shareholders
  • IRS Reporting
  • Which Method Should a Shareholder Choose?
  • Additional Questions on Cost Basis?
  • Sale of Mutual Funds
  • Cost Basis Reporting: Impact on Shareholders
  • Choosing or changing a cost-basis method
  • Emergency Economic Stabilization Act of 2008
  • Cost Basis Options
  • Cost Basis: The Basics
  • Redemptions in a cost-basis World

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