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	IRS Publications Pertaining to Basis IRS Publication 526: Charitable Contributions (gifting) IRS Publication 550: Investment Income and Expenses (covers sales of shares) IRS Publication 551: Basis of Assets (contains information for Joint Accounts) IRS Publication 561: Determining the Value of Donated Property (Fair Market Value) Home Who is the STA? Mission Why Join the STA Membership Benefits Membership Application Directors/Executives STA Members Events Annual Conference Guidelines Cost Basis Reporting Cost Basis Reporting Regulations STA Cost Basis Reporting Guidelines STA/SSA Webinar Slides on CBRS WebDirect: May 2011 Link to CBRS File Layouts Link to CBRS User Guide Useful Information IRS Publications Pertaining to Basis DTC Cost Basis Reporting System (CBRS) Steering Committee Summary Notes Industry Comment Letters Cost Basis Transfer Scenarios Webinar: Sept 2011 Paperless Legals Transfer Agents Participating in Paperless Legals Program DTC Important Notice regarding Paperless Legal Transfers: Aug 29, 2005 Legal Aspects of the Paperless Legals Concept: June 2003 Legal Aspects of the Paperless Legals Concept (continued): Nov. 2003 Paperless Legals - Project Concept Paperless Legals - Pilot Notice Paperless Legals - General Guidelines Paperless Legals Notice Model TA Procedure STAMP Comparison of Medallion Guarantees to Notarizations For Individuals Seeking Medallion Guarantees Signature Validation Program (SVP) Training Unclaimed Property Matrix by State Useful Industry Links Vendor Members List Pay an Invoice Contact Us Site Map ©2008 Securities Transfer Association P.O. Box 5220 Hazlet, NJ 07730 Phone: 732-888-6040 Fax: 732-888-2121

IRS Publications Pertaining to Basis