Useful Information

Recommended Transfer Agent Cost Basis Data Elements - June 2010
Important Cost Basis Information for Transfer Agents: Understanding Key Aspects of the Proposed Regs - May 2010
Cost Basis Reporting: The Alternative Compliance - April 2010
DTC Important Notice re the Cost Basis Reporting Service - April 2010
Conlon Webinar Presentation - January 2010
Analyzing the IRS Cost Basis Reporting Proposed Regulations: A Gainskeeper Whitepaper -January 2010
Cost Basis Issues Summary - October 2009
2009 IRPAC Public Report Cost Basis Subgroup - October 2009
Work Product of Basis Reporting Joint Working Group - September 2009
Wolters Kluwer Whitepaper on Basis Reporting - September 2009
Cost Basis Reporting Law Overview Whitepaper from Wolters Kluwer
DTCC White Paper on Basis Reporting
Basis Reporting Concerns for Transfer Agents
IRS Notice 2009-17: Invitation for public comment on cost basis - February 2009




