Tax Tree House

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