This product has been discontinued and is no longer supported by Horizon Publishing Company.
INCLUDES ALL CHANGES THROUGH 2005
There are no updates following December 31, 2005
The simple solution to a very complex problem





This page contains answers to common questions about the Tax Calculator For AT&T.
  1. Why do I need Chuck Carlson's Tax Calculator For AT&T?
     
  2. Where can I purchase Chuck Carlson's Tax Calculator For AT&T?
     
  3. How long will it take to receive Chuck Carlson's Tax Calculator For AT&T?
     
  4. Why does the online subscription of Chuck Carlson's Tax Calculator For AT&T cost more than the CD-ROM version?
     
  5. Will I receive technical support?
     
  6. What about dividends?  How are those handled?
     
  7. How long will it take to download?
     
  8. When I try to order, it says my credit card is invalid. Why?
     
  9. I have the Tax Wizard.  Can I get the Tax Calculator for free?
     
  10. Who is Chuck Carlson?

Why do I need Chuck Carlson's Tax Calculator For AT&T?

If you own, or have owned, stock in AT&T or any of the Baby Bells, you have a problem: determining your cost basis for tax purposes.  

When you sell stock, the IRS requires that you determine a cost basis for tax purposes. This cost basis determines the amount of gains or losses you declare on your income taxes. 

Unfortunately, determining a stock’s cost basis is not an easy task, especially if a company has undergone many changes and corporate actions over the years. That’s what makes AT&T a real headache from a tax standpoint. Since 1984 AT&T has:

  • Spun off seven Baby Bells
  • Spun off Lucent and NCR
  • Split 3-for-2
  • Merged its cable television operations with Comcast
  • Reverse split 1-for-5
  • And acquired by SBC in 2005!

All of these corporate developments require adjustments to your cost basis for tax purposes. And, to complicate matters even more, some of the companies that AT&T spun off - Lucent, Ameritech, Pacific Telesis, AirTouch - have either spun off additional companies or merged into new entities themselves. One spinoff even merged back into AT&T!

All of the companies (many of which you probably still own or recently sold) require their own tax basis calculations.  

Confusing? You bet it is. But Chuck Carlson's Tax Calculator For AT&T will help you determine the appropriate tax cost basis for IRS purposes.

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Where can I purchase Chuck Carlson's Tax Calculator For AT&T?

You can buy Chuck Carlson's Tax Calculator For AT&T directly from Horizon Publishing Company. 

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How long will it take to receive Chuck Carlson's Tax Calculator For AT&T?

As soon as you enter your information (including credit card information) on the Web site, you will be able to download the Calculator right away. If you order the CD-ROM, you will receive it in 7 - 10 business days from the date you order.  

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Is Chuck Carlson's Tax Calculator For AT&T available in a Macintosh format?

No.  Unfortunately, a Macintosh version is not available.  

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Will I receive technical support?

Yes!  We offer technical support for one year from the date of purchase.  If you have any problems with your software, either the CD-ROM or the downloadable version, you can call or email us for support.  

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What about dividends? How are those handled?

You will need to account for each dividend purchase separately. However, the computation only takes a few seconds. Thus, even if you have multiple dividend purchases, the calculator still should provide a very useful tool for you.

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How long will it take to download?

It depends upon your connection speed, but it usually takes no longer than 10 minutes to download.

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When I try to order, it says my credit card is invalid.  Why?

Try typing it without spaces or hyphens.  This generally fixes the problem.

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I have the Tax Wizard.  Can I get the Tax Calculator for free?

If you purchased the Tax Wizard within the past 30 days, you can return it for a full refund.

We priced the Tax Calculator so it is affordable.  In fact, the only comparable product available sells for $99.

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Who is Chuck Carlson?

Mr. Carlson has been providing investment advice for more than 20 years and is often regarded as the individual investor’s champion and most loyal ally. He is the Chief Executive Officer of Horizon Publishing Company, an investment newsletter publisher, and is also Chief Executive Officer of Horizon Investment Services, a money management concern.

Mr. Carlson is the creator of the Chuck Carlson’s Tax Calculator For AT&T, editor of DRIP Investor investment newsletter, and contributing editor of the highly regarded Dow Theory Forecasts investment newsletter.

Mr. Carlson, who is a Chartered Financial Analyst (CFA), holds an undergraduate degree in Journalism from Northwestern University (1982) and an MBA from the University of Chicago (1993).

He is the author of seven books, including the best-selling Buying Stocks Without A Broker (McGraw-Hill), Individual Investor Revolution (McGraw-Hill), and No-Load Stocks (McGraw-Hill). His latest book, Winning With The Dow's Losers, was recently published by Harper Business.

Mr. Carlson’s comments appear in such newspapers and magazines as The Wall Street Journal, The New York Times, USA Today, Newsweek, U.S. News & World Report, The Washington Post, Money, Business Week, Forbes, Barron's, and Kiplinger's Personal Finance. Mr. Carlson also appears frequently on television and radio shows, including CNBC, CNN, NBC's Today Show, and Business Radio Network.

Mr. Carlson lives in Valparaiso, Indiana where he enjoys playing fast-pitch baseball and making money for himself and individual investors.

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Chuck Carlson's Tax Calculator For AT&T is a trademark of Horizon Publishing Company. All other products mentioned are registered trademarks or trademarks of their respective companies.
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Last modified: Tuesday January 09, 2007 .