Useful Information
IRS FAQ's - January 2012
Final IRS Form 8937 - January 2012
IRS Form 8937 Instructions - January 2012
Draft of IRs Form 8937 - October 2011
IRS Pub 1220 updates for 2011 - September 2011
IRS Notice 2011-56 - June 2011
Cost Basis FAQ's - May 2011
CBRS Supplemental Guide for Mutual Funds - May 2011
IRS Draft Form 8937 - May 2011
Final Form 1099-B for 2011 - April 2011
Instructions for Form 1099-b for 2011 - April 2011
New Draft Form 1099-B - March 2011
Form 1099-B Instructions - February 2011
Form 1099-B - February 2011
IRS Postpones Filing Date for Section 6045B Issuer Returns - February 2011
Broker/Agent Transfer Scenarios - January 2011
IRS Notice 2010-67 - 2010
Sample Transfer Statement - December 2010
Draft Form 1099-B for 2011 - November 2010
SIFMA Link Containing Sample Transfer Statement - November 2010
IRS Final Cost Basis Regulations - Issuer Corporate Action Reporting - October 2010
IRS Final Cost Basis Regulations - Significant Rules for Transfer Reporting - October 2010
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
