Talk:Cost basis methods

I don't have the background to address Epsilon Delta's post in Cost Basis Method. Does anything need to be updated for 2012? Does highest-in-first-out need to be added (grabiner)? Also see livesoft's post.--LadyGeek 19:09, 2 November 2011 (CDT)


 * The page was already edited in 2011 to take the upcoming rules into account, so I believe that all we need to do is clarify how Vanguard will handle things in 2012, and explain that HIFO and other methods are classes of instructions for specific ID. I'm short on time now but will make the edit in a few days.  Grabiner 18:27, 5 November 2011 (CDT)

IRS Publication 564 is no longer on the IRS website (2008 version is available, which is old guidance). I can't find an equivalent publication, only this FAQ: Cost Basis Reporting Overview and FAQs, which is updated for 2012. Can this replace the IRS publication? --LadyGeek 19:23, 10 November 2011 (CST)


 * The mutual fund publication has been incorporated into the IRS Publication 550 Investment Income and Expenses. --Blbarnitz 23:43, 10 November 2011 (CST)