New Cost-Basis Reporting
Information on the new mandatory cost-basis requirements that are effective for mutual fund shares purchased after January 1, 2012.
Cost Basis Reporting Selection/Change Form
Complete this form to select or change a cost basis method to be applied to your account(s), or make the changes online with MFS Access
Information regarding cost basis reporting and the cost basis methods available for your account.
Cost-Basis Reporting FAQs
Frequently asked questions