Inside these posts: Investment transactions

Visit our Filed page for categories. To browse by specific topic, see our Inside page. For a list of companies covered on this site, visit our Companies page.


Brokerages to report cost basis under new IRS rule

The New Year’s celebrations will barely be over before financial advisers face their first challenge for 2011 — new rules requiring brokerages to tell Uncle Sam how much investors paid for stocks.

The cost-basis reporting rules are designed to ensure people do not understate investment gains or overstate investment losses to minimize their taxes. Get the full story »