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I recently sold stocks which I have been holding a long time. I don't have complete records. I do know that on a certain date, I had so many shares in an automatic re-investment program.

Is there anywhere online I can enter the ticker symbol and 2 dates and get the cost basis of the re-invested dividends between the two times?

closed as off-topic by Ganesh Sittampalam Apr 7 '17 at 22:14

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Google Finance portfolios take into account splits and cash deposits/withdrawals.

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    It looks like it dumps the dividends into your "cash" position, so it doesn't calculate cost basis. – bstpierre Feb 23 '11 at 22:22
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Reinvestment creates a nightmare when it comes time to do taxes, sadly. Tons of annoying little transactions that happened automatically...

Here's one article trying to answer your question: http://www.smartmoney.com/personal-finance/taxes/figuring-out-your-cost-basis-when-youve-lost-the-statements-9529/

You could also try this thing: http://www.gainskeeper.com/us/BasisProIndividual.aspx But I couldn't tell you if it would help.

If it makes you feel better, brokerages are now required by the IRS to track your basis for you, so for new transactions and assets you shouldn't end up in this situation. Doesn't help with the old stuff ;-)

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Calculating and adjusting cost basis accurately is a daunting task, but there is a (paid) online tool, NetBasis, which will automatically calculate and adjust your cost basis. It is used by brokerage firms and Fortune 500 companies and is available to the public. Go to netbasis.com.

All you need are the purchase and sale dates and shares of the stock or mutual fund and the system has the rest of the information, such as corporate actions (splits, spin-offs, etc), pricing, and dividends and it also will apply the appropriate IRS rules for inherited and gifted shares. The regulation also gives investors the option to choose calculation methods. Not only does NetBasis automatically calculate the method you choose, it will also give the results for all options and allow you to choose the best result.

NetBasis also provides you with detailed supporting documentation which shows all of the calculations and the adjustments in chronological order.

NetBasis has data going back as far as 1925, so it will accurately calculate cost basis for your old American Telegraph and Telephone shares. NetBasis also handles complex investment scenarios such as wash sales, short sales, return of capital, etc.


Moderator's note: Disclosure: The answerer's profile indicates they are affiliated with NetBasis.

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    Welcome! In the future, please provide full disclosure of your affiliation. We also prefer answers that don't read like a press release or advertisement. I've made some edits to your answer to address these issues. Thanks! – Chris W. Rea Feb 24 '11 at 15:09
  • I just tried NetBasis - what a ripoff - gave me no information except original cost after I put in number of shares and cost. I had requested dividend reinvestments be calculated and stock splits - I said from 4-11-83 until 7/1/16 - it gave me ONLY original purchase price which I already had. I called and they said "someone will get back with you" – gsheftall Apr 7 '17 at 20:31
  • NetBasis also doesn't handle cases where some of your shares reinvest while the rest pay out cash. It also only deals with only bought shares not those received as inheritance. So for my case where I inherited my shares and set 2000 of them to pay out cash while the balance reinvested couldn't be calculated by them. A complete waste of $25.00. – Jistanidiot Oct 6 '17 at 18:28

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