Cost Basis
Learn how to enter the cost basis of your investments and understand its importance in determining tax liabilities and investment performance.
Last published on: September 03, 2025
You can find the cost basis under the investment accounts section of your household assets. You may need to select an account type that offers cost basis.
⚠️ Important Note
When there is a distribution from a taxable account, it is counted as a proportional amount of cost basis and gains. For example, a $1,000 withdrawal from a $1 million account with a 60% basis would count as $400 long-term capital gains and $600 basis.