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 Mergers

A merger is a corporate action that results when two companies join together to form one company. Mergers can be taxable or non-taxable. If a merger is taxable you will need to realize an "artificial" sale and re-purchase the security. For a non-taxable merger you will need to allocate the cost basis to the new security.

GainsKeeper monitors all mandatory corporate actions to U.S. equities, and automatically adjusts each of your investments accordingly. In many cases a corporate action, such as a merger, will result in a new position or a change to the cost basis of a security.








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