Tax Tree House

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Across
  1. 1. / dollars
  2. 4. / "coming together" event
  3. 5. / Queen of derivatives
  4. 6. / it is ammortized
  5. 10. / bonds pay this
  6. 11. / security based on acreage
  7. 12. / basis is not reported for these bonds
  8. 13. / fixed income guru
  9. 16. / Laundered transactions
  10. 19. / Options clear here
  11. 21. / it is accreted
  12. 22. / Bonds issued below par have this
  13. 23. / bond with a spine
  14. 26. / most recent purchases relieved first
  15. 27. / "road building" bond
  16. 29. / Mutual funds and stocks pay these
  17. 31. / brokers must report this
  18. 34. / Expensive lots relieved first
  19. 35. / corporate action "boot rule" taxability
  20. 36. / derivative not in the past
  21. 38. / Movers of tax lots
  22. 40. / Inherited lot cost basis
  23. 41. / an offer that you can refuse
  24. 43. / He wrote the OID regs
  25. 44. / sell without owning
  26. 45. / She heads the IRS
Down
  1. 2. / Options have one, batters have three
  2. 3. / Leading cost basis tracking solution
  3. 5. / you should avoid this at tax time
  4. 6. / open a position
  5. 7. / Some dividend reclasses
  6. 8. / bonds do this... eventually
  7. 9. / Some derivatives do this at end of year
  8. 14. / 2014 bond
  9. 15. / close out a short
  10. 17. / twirling distribution
  11. 18. / a longer one is better
  12. 20. / Fund that reinvests in accordance with regs
  13. 23. / 2016 bond
  14. 24. / an option to sell
  15. 25. / comon "realized" event
  16. 28. / an option to buy
  17. 30. / foreign identifier
  18. 32. / these securities require basis reporting
  19. 33. / Infamous Gov't Service
  20. 36. / default lot relief method
  21. 37. / It calculates tax lots
  22. 39. / comon US security identifier
  23. 42. / options do this... eventually
  24. 44. / banana or stock