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Searching CBRS Transactions

You can perform cost basis transaction inquiries using one of the following methods:

  • Quick Search: Specify a CBRS control number

  • Advanced Search: Enter a combination of search criteria

You can display only those transactions for which your firm is either the submitter or receiver. The transactions that match your search criteria appear on the bottom half of the page. When a transaction has more than one asset, CBRS displays each asset on a separate row.

After displaying your search results, you can display details for specific assets and for the tax lots associated with those assets.

Cost Basis Inquiry screens, including the download function, may not be available when the application is processing records. This processing occurs four times per day, at approximately 9:15 A.M., 11:15 A.M., 1:15 P.M., and 4:15 P.M. Eastern Time. At these times, you may not be able to use the inquiry or inquiry download functions. The screens automatically become available again when processing is complete. If you encounter an error at approximately these times, try your inquiry again later.

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See also CBRS User Guide and CBRS Documents