| 01/22/2013 | New Cost Basis Reporting Challenge for Hedge Funds, Partnerships and Corporations: IRS Form 8949 & New Form 1065 Schedule D |
| 01/02/2013 | New Cost Basis Reporting Challenge for Hedge Funds & Partnerships: IRS Form 8949 & New Form 1065 Schedule D |
| 05/02/2012 | IRS grants one-year delay in cost basis reporting for debt and options |
| 01/17/2012 | Report of Organizational Actions Affecting Basis of Securities Published |
| 06/23/2011 | IRS Indicates It Will Issue Proposed Regulations to Address Potential Problems with Cost Basis Reporting Law Requirements |
| 03/16/2011 | IRS released revised draft Form 1099-B for cost basis reporting on March 10, 2011. |
| 02/23/2011 | IRS Releases Notice 2011-18 Providing Penalty Relief to Stock Issuers for Delayed Reporting of Corporate Actions to the IRS Until January 17, 2012 |
| 12/20/2010 | Tax Act Extends Low Maximum Long-Term Capital Gains and Qualified Dividend Income Tax Rates for Two More Years and Addresses Basis Step-Up on Inheritance |
| 10/30/2010 | IRS Final Cost Basis Regulations – Short Sales |
| 10/28/2010 | IRS Final Cost Basis Regulations – Issuer Corporate Action Reporting |
| 10/27/2010 | IRS Final Cost Basis Regulations – Required Basis Adjustments |
| 10/26/2010 | IRS Final Cost Basis Regulations – Clarification of Covered Securities Subject to Cost Basis Reporting |
| 10/26/2010 | IRS Final Cost Basis Regulations – Significant Rules for Lot Selection and Averaging of Basis for Mutual Fund and Dividend Reinvestment Plan Shares |
| 10/25/2010 | Eighth
Circuit Affirms Denial of Litigation Costs After Settlement of Company's Penalty Dispute |
| 10/25/2010 | Failing to Remedy Information Reporting System Flaws Could Result in Intentional Disregard Penalties |
| 10/22/2010 | IRS Final Cost Basis Regulations – Significant Rules for Transfer Reporting |
| 10/15/2010 | IRS Releases Final Cost Basis Regulations With No Change in Effective Dates But Provides Penalty Relief That Effectively Delays Most Transfer Reporting for One Year |
| 10/08/2010 | New Law Significantly Increases Tax Penalties Affecting Cost Basis 1099’s and Transfer Statements |
| 01/20/2010 |
Option Symbology Initiative (OSI) and GainsKeeper |
| 12/16/2009 |
IRS Issues Proposed Cost Basis Reporting Regulations |
| 12/03/2009 |
Technical Corrections Legislation Introduced in House Would Fix Glitches in Cost Basis Reporting for Dividend Reinvestment Plans |
| 02/09/2009 |
IRS Asks for Comments to Assist its Drafting of Cost Basis Guidance |
| 01/21/2009 |
IRS Issues Proposed Regulations on Allocation of Basis to Stock in Corporate Transactions |
| 01/13/2009 |
IRS Favorably Clarifies New February Deadline for Broker Delivery of Form 1099
Information to Customers |
| 10/30/2008 |
Cost Basis Reporting Law: Brokers Considering Whether to Wait for IRS Guidance |
| 10/04/2008 |
President Signs Financial Market Bailout Legislation that Includes Cost Basis Reporting |
| 10/02/2008 |
Senate Passes Financial Market Bailout Legislation that Includes Cost Basis Reporting |
| 09/29/2008 |
House Passes New Tax Extenders Bill with Cost Basis Reporting Included —
Sends It Back To The Senate |
| 09/24/2008 |
Senate passes cost basis reporting as part of Energy and Tax Extenders bill |
| 09/18/2008 |
Cost Basis Reporting Update -- Included in Active Senate Energy and Tax Extender Bill with New Effective Dates |
| 08/01/2008 |
Cost Basis Reporting Legislation: Remains Active in New House & Senate Bills |
| 05/20/2008 |
Cost Basis Reporting Legislation One Step Closer: Passed by U.S. House in May 2008 |
| 02/19/2008 |
Cost Basis Reporting Legislation Close to Becoming Law |
| 02/04/2008 |
Lost Knight--Supreme Court rules in favor of IRS and concludes that trust’s investment fees are not fully deductible |
| 12/26/2007 |
IRS Rules Against Currency Linked Exchange Traded Notes (ETNs) and Indicates it is Reviewing Tax Advantages of Other Types of ETNs |
| 12/21/2007 |
IRS Issues Ruling That Wash Sale Loss Deferral Rule Applies if Substantially Identical Stock Is
Purchased in Taxpayer's Individual Retirement Account |
| 11/09/2007 |
Cost Basis Reporting Legislation Picks Up Steam as It Rolls Out of the House and Into the Senate |
| 08/03/2007 |
"Phantom Income" and Trusts: A Recent Adverse IRS Proposed Regulations for Investment Management & Custody Fees |
| 06/28/2007 |
"Phantom Income" and a Recent Adverse IRS Memo for Investment Account Wrap Fees |
| 06/11/2007 |
Senate Committee Staff Releases Cost Basis Reporting Legislation Proposal Summary |
| 05/24/2007 |
Stock Index Options - Determining When They Are Subject to the Mark-to-Market Rules |
| 05/07/2007 |
Futures, Non-Equity and Stock Index Options – Be Aware of the Special "Mark-to-Market" Tax Rules |
| 04/12/2007 |
Check Your Portfolio for Losses You Should Take |
| 03/13/2007 |
IRS & Congress Focused on Proper Basis Reporting by Taxpayers - What That Means To You |
| 01/24/2007 |
GainsKeeper and BasisPro Win Financial Planning Award |
| 11/30/2006 |
Welcome to the new GainsKeeper web site! |
