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Tracking Investment Cost Basis

机译：跟踪投资成本基础

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Without fail, every April the mad rush to tie up all of the loose ends on a tax return comes. All of the details are complete to submit the tax returns, except the ever-elusive cost basis on investment sold in the previous year.rnWhat happens next? A vicious cycle begins: the CPA requests information from the investor, the investor looks to the investment advisor, the investment advisor then looks to the investment company (brokerage, mutual fund, etc.). This process can be time consuming and in many cases requires additional research from the investment advisor and the investor.rnFor now, it is ultimately the investor's responsibility to keep track of each of their investments' cost basis. All transaction confirmations and year-end account statements should be maintained for the life of the investment to determine cost basis. In order to accurately track cost basis an investor will need to choose an accounting method, understand tax implications of wash sales and short sale rules and other complex rules related to their investments. How should investments acquired as gifts or through inheritance be handled? Does the average investor have the necessary knowledge to accurately track basis? In my experience the answer is no.
机译：毫无疑问，每年四月，疯狂的赶忙束缚纳税申报表上所有松散的结局。所有细节均已提交纳税申报表，但前一年出售投资的成本基础难以捉摸。rn接下来会发生什么？恶性循环开始了：注册会计师要求投资者提供信息，投资者将目光投向投资顾问，然后投资顾问将目光投向投资公司（经纪，共同基金等）。这个过程可能很耗时，并且在许多情况下需要投资顾问和投资者的进一步研究。目前，最终，投资者有责任跟踪其每项投资的成本基础。在投资期内，应保留所有交易确认书和年终账目报表，以确定成本基础。为了准确地跟踪成本基础，投资者将需要选择一种会计方法，了解清洗销售和卖空规则以及与投资有关的其他复杂规则的税收影响。作为礼品或通过继承获得的投资应如何处理？普通投资者是否具有必要的知识以准确跟踪基础？以我的经验，答案是否定的。

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    《Accounting Technology》 |2009年第2期|24-24|共1页
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