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