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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 brochure
An overview of options available to shareholders under the mandatory cost basis requirements inclusive of a cost basis method selection/change form.

Cost-basis overview
General information.

Cost-basis questions and answers
Find answers to frequently asked questions related to cost basis.

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