Welcome to www.CostBasis.Info, by Evaluation Services Inc. www.CostBasis.Info is the one stop, self help, Internet source for your entire Cost Basis needs. All you need is a ticker symbol or Cusip number. This is an excellent choice for customers who want to pay by credit card and do not need all of the extra features and full service which our APPRAISE applications provide. 

The valuation of Stocks and Bonds to determine Cost Basis has never been easier. No user account is necessary. Simply click on the product offerings listed below to immediately generate valuation reports.

1040-1041 Income Allocator : Calculates and allocates the amount of income earned in a fiscal or calendar year between the 1040 and 1041 tax returns.
Fee: $1.60 per security. $5.00 minimum per report. See sample Calendar Year Report,
See sample Fiscal Year Report

Cost Basis for a Dividend Reinvestment Plan (Equities Only ): Calculates the cost basis, market value, and capital gains (losses) for dividend reinvestment plans, automatically adjusting for stock splits.
Fee: $2.85 per security per year of data. $5.00 minimum per report. See sample Report.

Dividend and Split History: Historical report of dividends paid by a security with Ex-Date, Rec-Date and Pay-Dates. Also includes Stock Split history.
Fee: $1.60 per security. $5.00 minimum per report. See sample Report.

EzPrice: EZPrice provides historical pricing information for domestic and international securities, exchange rates, municipal bonds, corporate bonds, and CMO's. The report shows unadjusted high, low, and closing price. It also returns bid, ask and closing prices for bonds. Fees: $0.80 for an equity and $5.00 per security for everything else. $5.00 minimum per report. See sample Report.  

Cost Basis : Evaluation Services, in partnership with Xcitek, offers historical cost basis with tax allocation factors, corporate actions, transfer/paying agents, and an exclusive Cost Basis Calculator. Click here to see current fee schedule. To avoid unintended charges please review  Appraise Plus user manual.  



 



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