The manual transfer statement provides a template that gives you the ability to pass cost basis information in a standardized format.
To successfully use the Manual Cost Basis template:
Disclaimer: Do not use this manual transfer statement template with the Cost Basis Reporting Service (CBRS).
- Login to the Learning Center.
- Follow the best practices, review the manual standard formatting guidelines, and review the field descriptions available in Manual Cost Basis Template Rules and Best Practice Guide.
- Access and use the Manual Cost Basis Transfer Statement template available in Microsoft Excel format.
- Optionally, view a sample of the fields by checking out the Manual Transfer Statement Example.