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WELCOME TO NetBasis
NetBasis will automatically calculate your adjusted cost basis for MGE Energy Inc or any other Company that would have resulted in your ownership of MGE Energy Inc shares:
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NetBasis will provide you with:
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The information and documentation needed to calculate your capital gains for
tax purposes
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A historical reconstruction of your investment including all corporate actions
and dividend reinvestments
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The ability to optimize your tax strategy by selecting from a variety of sale
methods including, First in First Out (FIFO), Last in First Out (LIFO), Highest
in First Out (HIFO), Lowest in First Out (LOFO), Average and Specific(any tax
lot)
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Pricing for your securities
Before you begin,
there are various pieces
of information that you will need in order to use the NetBasis
System. This information can be found on several types of
investment documents. The following is a list of the different pieces of
information that you will need to begin and the documents on which this
information is usually located:
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Number of shares or dollar amount originally purchased -
Broker or Transfer Agent Statements
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Purchase date of the security - Broker or Transfer
Agent Statements
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Number of shares or dollar amount sold -
Pay Stubs, Broker
or Transfer Agent or 1099 Statements
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Date of sale -
Pay Stubs, Broker or Transfer Agents or 1099
Statements
Now you are ready to use
the NetBasis
System.
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