Tax Tree House

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Across
  1. 3. derivative not in the past
  2. 4. 2014 reportable bond
  3. 5. movers of tax lots
  4. 8. expensive lots relieved first
  5. 10. it calculates tax lots
  6. 11. inherited cost basis
  7. 13. security based on acreage
  8. 14. option to sell
  9. 15. bonds issued below par have this
  10. 17. these bonds are not "included"
  11. 19. dollars
  12. 23. it is accreted
  13. 24. queen of derivatives
  14. 25. fund that reinvests in accordance with regs
  15. 27. mutual funds and stocks pay these
  16. 28. she solicits comments for the IRS
  17. 30. you should avoid this at tax time
  18. 31. corporate action "boot rule" taxability
  19. 32. options have one, batters have three
  20. 33. leading cost basis tracking solution
  21. 36. "road building" bond
  22. 38. standard "realized" event
  23. 39. banana or stock
  24. 41. open a position
  25. 42. "coming together" event
  26. 43. options clear here
  27. 44. bonds pay this
  28. 45. 2016 reportable bond
  29. 46. infamous Gov't Service
Down
  1. 1. fixed income guru
  2. 2. an offer that you can refuse
  3. 3. default lot relief method
  4. 6. it is ammortized
  5. 7. type of sell or height
  6. 9. some derivatives do this at end of year
  7. 12. bonds do this... eventually
  8. 16. foreign identifier
  9. 18. a longer one is better
  10. 20. "twirling" distribution
  11. 21. close out a short
  12. 22. comon dividend reclass
  13. 24. brokers must report this
  14. 26. option to buy
  15. 29. laundered transactions
  16. 34. these securities require basis reporting
  17. 35. options do this... eventually
  18. 37. domestic security identifier
  19. 40. most recent purchases relieved first
  20. 45. bond with a spine