Cost Basis: Phase III Implementation

Broadridge Insights

Cost Basis: Phase III Implementation

A guide to understanding and successfully meeting its challenges.

Overview

On April 18, 2013, the U.S. Treasury Department and IRS released the final regulations for Cost Basis reporting of debt instruments and options. Firms need to prepare to meet the considerable challenges of this third and final phase of cost basis reporting law. This guide will focus on:

  • Lessons learned from Phase I and Phase II
  • Considerations for Phase III compliance
  • Keys to successfully meeting Phase III challenges

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