How Carta calculates cost basis values for certificates
If you have questions about your tax basis after receiving Form 1099-B, it's best to consult a tax advisor.
NOTE: Some certificates in Carta may not have a value for cost basis. This can occur if an issuer chooses not to provide cost basis values for certificates issued as part of the Carta onboarding process. Companies can add the cost basis to these certificates later through the modification workflow.
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