What can we help you with?
Can I still use Netbasis if I don't have my purchase price or amount?
Do I have to enter all of my dividends that were reinvested?
What is Systematic Investment/ Withdrawal Information?
What is a Dividend Display?
What is the Spin-Off Tracker?
What is Equity Mapping?
What are Fractional Shares?
How do I know which function to select in Step 1 of the Home Page?
What information is included in the cost basis report?
Does Netbasis save my report so that I can retrieve it at a later time?
Can I export my cost basis results to an IRS 8949 and 1020S (Schedule D) form?
Where is my 8949 and Schedule D Form?
How do I find my security?
I can't find my security.
Does Netbasis provide data on private securities?
How can I determine the sales method used when I sold my security?
If I've forgotten the amount of shares I had, can Netbasis help me?
If I'm unsure of the total purchase amount, can Netbasis assist me?
Is it possible for me to choose a specific start and end date for a dividend reinvestment period that is different from the time I held the investment?
What if I have multiple dividend reinvestment periods?
Will I see my dividends listed on my Netbasis report?
Does Netbasis manage the cost basis adjustments for all reinvested shares throughout the duration of my investment?
What is the difference between Whole shares and Fractional shares?
How does Netbasis handle the purchase of Fractional or Whole shares?
What does Frequency mean?
What if I have multiple date ranges, frequencies or amounts?
Do my systematic investment transactions appear on my Netbasis report?
What if I don’t have an end date? Or I don’t know it?
What is the difference between Whole shares and Fractional shares?
How does Netbasis handle the sale of Fractional or Whole shares?
What does Frequency mean?
What if I have multiple date ranges, frequencies or amounts?
Do my Systematic Withdrawal transactions appear on my Netbasis report?
What if I don’t have an end date? Or I don’t know it?
How do I know which Sales Calculation Method was used in the Systematic Withdrawal option?
Do I need to enter dividend reinvestment information in order to activate the Dividend Display option?
Will my dividends display on my Netbasis report?
Do dividend displayed events affect my shares or cost basis?
What is the purpose of the Spin-Off Tracker?
How does the Spin-Off Tracker work?
Will my report show corporate actions, dividends, and other relevant information for the spin-off company, if I select the Spin-Off tracker?
How will the Spin-Off tracker affect my original purchase and sales information entered?
What is the difference between Spin-Off Tracker and Equity Mapping?
What is the difference between Equity Mapping and Spin-Off Tracker?
Does Equity Mapping provide a Netbasis report for every spin-off and acquired company following my initial purchase date?
What is Cash in Lieu?
How do I know if I received cash (Cash in Lieu)
Select Plan Type - Non-Qualified or Qualified
Lookback Provision Enabled
Single Purchase
Multiple Purchases
Sale Methods
Sold
Sold All
Valuation
Grant Date
Initial Offering Price
The Discount Rate
The Purchase Date
Price Per Share
Discount Applied to Price
Tax Sales Planning
Current Income Tax Rate
Current Capital Gains Tax Rate
Tax Sale Planning Date
Shares to be Sold
Estimated Future Price per Share
Sales Calculation Method
How do I find my cryptocurrency?
I can't find my cryptocurrency.
You can search for a specific cryptocurrency by Name or Ticker.
What is NetID?
What information do I enter for “Fees”?
If the ‘Per Unit Amount’ is unknown, can Netbasis determine a price?
Can I use a .csv file to upload my crypto transactions?
What format do I need to use for my .csv file?
Cost Basis Report
Save your Report
What is the Netbasis IRR?
What is the Netbasis ROI?
How does Netbasis calculate pricing?
How can I transfer my information from Netbasis into my IRS for 8949 and form 1120-S (Schedule D)?
Getting Started
Enter Information About the Gift
Enter Donor’s Cost Basis
Recipient’s Sale of the Share
How to Calculate Estate Values
What is Power Search?
How Does it Work?
What is Research
What does a Corporate Actions Report display?
What does a Historical Price Look-up display?
How do I choose the date(s) for Historical Price Look-up?
What is a Show Dividends Display?
Does Netbasis work on mobile?
What browsers work with Netbasis?
What is the Netbasis Refund Policy?
What is a .nb file?
How do I upload a .nb file?
Netbasis Application
Questions about how to use the application features.
Buy / Sell Equity Trade Activity Page
Home Page
Cost Basis Report
Finding a Security
How to find the security you're looking for.
Searching for a Security
What if I can't find my Security?
Equity Cost Basis
Questions about the Equity Cost Basis trade activity page.
Enter equity Trade Activity.
Enter Dividend Reinvestment Information.
Enter Systematic Investment Information.
Enter Systematic Withdrawal Information.
Dividend Display.
Spin-Off Tracker.
Equity Mapping.
Fractional Shares.
ESPP
Helpful tips and instructions for the Employee Stock Purchase Plan (ESPP) tool.
Plan Type
Trade Activity Type
Entering in Your Purchase Information
Tax Sales Planning.
Finding a Cryptocurrency
How to find a cryptocurrency you are looking for.
Searching for Cryptocurrency
What if I can’t find my Cryptocurrency?
Crypto Cost Basis
Questions about the Crypto Cost Basis trade activity page.
Searching for Token/Cryptocurrency
Questions About a Report
Do you have questions about your report? Here are a few tips.
Gifting
Helpful tips and instructions for calculating gifted values.
Information about the Gift
Estate
Questions about Date of Death (DOD) Valuation.
Enter Date of Death Information
Power Search
Tips on how to use the Power Search Feature.
Research
How to use the Research tool effectively ?
Historical Price Look-up
Show Dividends
Technical Questions
Technical Issues and Answers.
Credits / Refunds Issues
How to request a Refund or Credit?
Credits & Refunds
The Netbasis .nb File
Helpful tips on saving your .nb file.