Sentences with phrase «average basis method»

IRS Publication 550: Investment Income and Expenses explains the average basis method in more detail.

When the average basis method doesn't apply, you're allowed to sell shares in a different order by identifying the shares sold at the time of the sale.

After you choose to use the average basis method for a fund, you must use it for all accounts in that fund.

You choose the average basis method for the fund for all prior years.

You aren't allowed to identify shares while using the average basis method (which is optional for mutual fund shares and stocks held in dividend reinvestment plans).

The FIFO method is required when you sell shares to which the average basis method applies.

However, if you sell short - term shares using the average basis method, the remaining per - share basis is what you use to figure the gain or loss on the sale.

If it would be advantageous to sell newer shares (to obtain a short - term loss, for example), you may want to consider changing from the average basis method.

(The average basis method is permitted for mutual fund shares and for stocks held in dividend reinvestment plans.)

The average basis method allows you to vary the amount of your gain or loss for the year when you first choose the method.

Note, however, that current rules permit you to terminate the average basis method at any time, and it appears that you would then be able to identify shares.

Under the revised rules for using the average basis method for mutual fund and DRIP shares, averaging applies separately to shares held in separate accounts.

You can switch between specific identification and FIFO whenever you wish, but once you use one of the average basis methods for a fund, you're stuck with it for as long as you own shares in that fund.

Not exact matches

Using this method, we can estimate that the average college football player at the University of Texas is worth $ 622,104 per year (up from $ 604,921 last year) based on the program's $ 112.5 million in annual revenue.

This method allows us to estimate that the average college football player at Texas is worth $ 666,029 each year, based on the program's average annual revenue over the past three years of $ 120.5 million.

Method of creating and trading derivative investment products based on a volume weighted average price of an underlying asset (Dennis O'Callahan, Catherine Shalen 2006)

Finally, this is one piece of advice that is likely to do you well if you've chosen to build a long - term, conservative investment portfolio based upon dollar cost averaging, low - cost ownership methods such as a dividend reinvestment program (also known as a DRIP account), and do not expect to retire or need the funds for ten years or more, the best course of action based upon historical experience may be to go on autopilot.

It will continue to be your responsibility to calculate and report to the IRS any gains or losses on such shares sold using average cost or any other cost basis method you may choose.

In it, Piotroski laid out an accounting - based stock - selection / shorting method that produced a 23 percent average annual back - tested return from 1976 through 1996 — more than double the S&P 500's gain during that time.

Shiller, on the other hand, is more concerned about the stock market based on his valuation method, the cyclically adjusted price - earnings (CAPE) ratio, which is based on an average of 10 years» worth of earnings.

Her company has developed a faster, higher - throughput method to assemble DNA for about $ 0.09 per base compared with a previous average of $ 0.25, she says.

Based on their joint consideration of sperm size and number, and with the aid of new meta - analytical methods, the two researchers now reveal that species facing intense sperm competition invest more in their ejaculates on average than their monogamous counterparts.

Gould's claim that Morton had mismeasured crania based on race derived from his comparison of Morton's seed - based and lead shot — based measurements, with different races experiencing different changes in their average cranial capacity between the two methods [1].

Compared to about 800 million bases per week generated at the Sanger Institute in the height of the human genome project using conventional capillary electrophoresis methods, the Illumina production facility currently averages about 300 billion bases (Gigabases = Gb) per week.

To avoid this problem, some value - added methods including those used by Tennessee and Ohio, compare student achievement growth to the average growth of students from a prior school year called a base year.

Portfolio Slicer currently calculates Cost Basis using «Average» method.

Two methods for a regime filter are moving average based and volatility based.

Typically investment cost basis can be calculated using one of three methods: FIFO (first in first out), LIFO (last in first out) or Average.

The Average method is available for all mutual funds and most ETFs and uses the average cost basis for all of your shares, even if you are selling just a few of them at Average method is available for all mutual funds and most ETFs and uses the average cost basis for all of your shares, even if you are selling just a few of them at average cost basis for all of your shares, even if you are selling just a few of them at a time.

You can figure the average basis yourself using the single - category method.

A more complicated variation of the averaging method allows you to separate your shares into two groups based on whether they've been held shorter or longer than one year.

As noted previously, most banks will accumulate interest on a daily basis, using a method called average daily balance.

Because of the simplicity and sensibility of the method, it is safe to say that there is a large amount of people who believe in and employ dollar cost averaging on a frequent basis to invest for retirement.

We use the average cost method to calculate cost basis information for shareholders.

I think I've made my point above that the average cost basis must include reinvested dividends, so by definition the «purchased shares» method more accurately measures yield on cost.

Most mutual fund companies will provide cost basis information for you when you sell your shares — averaged according to the Single Category method.

The majority of credit card companies use an average daily balance method to calculate interest charges, which means that your interest is compounded based on your daily balance.

Putnam has elected to use Average Cost (ACST) as its default cost basis reporting method; however, shareholders will be allowed to choose a different method or change their existing method.

If you are a new investor learning how to invest, or a seasoned investor, our Successful Investor method can give you above - average results when you practice it on a consistent basis.

There are really two average - basis methods — single - and double - category.

If you are a new investor learning how to invest, our Successful Investor method can give you above - average results when you practice it on a consistent basis.

With the fluctuating Canada / US rate, you may wish to take a closer look and determine which conversion method (actual vs. average) gives you the best tax result based on the timing of your payments.

There are different types of cost basis methods: average cost, FIFO (First in, First out), and specific identification.

Also, Citi just changed the calculation methods for the free night and they now calculate the rate on an average nightly rate basis and taxes are not included.

These datastreams are both pixel - level (4 - km) retrievals and averages on a 0.3 or 0.5 degree latitude - longitude grid and replace earlier satellite - based retrievals on the Layered Bispectral Threshold Method (LBTM).

Method: Based on extrapolation of end of July extent based on 1979 — 2007 average decline rates through the rest of the melt seBased on extrapolation of end of July extent based on 1979 — 2007 average decline rates through the rest of the melt sebased on 1979 — 2007 average decline rates through the rest of the melt season.

While daily extents for December 2016 were at record lows, based on the method employed by NSIDC, the monthly average extent for December 2016 was slightly higher than that recorded for December 2010, the record low December in the satellite record.

I also observed that there are real issues in preferring a principal components based method to an averaging method, as lower order principal components flip chronologies upside down — hardly a rational procedure in the present application.

A continuous temperature «surface» based on a sparse convenience sample uses infinitely more interpolation than a gridded area averaging method.

NMEFC of China (Li and Li), 4.02 (3.10 - 4.57), Statistical We predict the September monthly average sea ice extent of Arctic by statistic method and based on monthly sea ice concentration and extent from National Snow and Ice Data Center.