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