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Financial Planning / Tax Strategies


Subject:  Re: Tales from the trenches Date:  3/6/2009  3:45 AM
Author:  ptheland Number:  104975 of 127745

It sounds like you might have a better "tool" for mutual fund basis, though.

Mine is one of the tools in a program called Tax Tools. They've got tons of handy little gadgets in it. Dependent and filing status flowcharts, auto lease valuation and inclusion calculators, loan amortization, various forms that generally are NOT part of a 1040, things like that. Probably 100 or more handy tools in the program.

The Mutual fund basis tool only does single category average cost. But it's not hard to manually use the printout to do FIFO calcs. Of course, for Harold, I definitely wanted to use average cost rather than FIFO. Those early shares were less than 1/2 the average cost.

His printout was almost 4 full pages - about 50 lines on a page, I'd guess.

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