The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies


Subject:  Tax Consequences of Demutualization Date:  3/31/2000  1:04 PM
Author:  jlimb Number:  33130 of 127616

What are the tax consequences of demutualization? My wife has a life insurance policy with ManuLife Financial which recently demutualized. Some of the demutualization benefits were shares of stock which were sold. Some shares were held. What do I use for the basis for the shares that were sold?

Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us