Saving log - $3 tip boc
Spending log - $1.75 coffee
Found money - $0.01 (55 bus stop) + $0.10 (hall carpet at work)
Well, I got my username and password reset from the transfer agent, but my true goal is to sell some stock at a loss for tax purposes. For that, two more hurdles remain:
1. Figuring out the cost basis of the stock that I want to sell. Since this company spun off another company, its like a stock split, and the cost basis is not what I bought it at - its a bit less. A quick look around tells me that I can get a great cost basis for lots of $$$s, or an iffy one for cheap.
After step 1, I'm calling my tax advisor for his opinion. Basically, we are going to figure whether I can sell enough so I won't have to prepay any more tax.
2. No sell form on the transfer agent's site. I've have to call them and get the scoop.
cost basis
September 11th, 2009 at 05:42 am