Tax Tree House

123456789101112131415161718192021222324252627282930313233343536373839404142434445
Across
  1. 2. brokers must report this
  2. 5. "road building" bond
  3. 8. options clear here
  4. 10. it is ammortized
  5. 12. "coming together" event
  6. 13. mutual funds and stocks pay these
  7. 15. option to sell
  8. 16. she solicits comments for the IRS
  9. 18. leading cost basis tracking solution
  10. 19. most recent purchases relieved first
  11. 20. type of sell or height
  12. 22. derivative not in the past
  13. 23. it is accreted
  14. 26. 2016 reportable bond
  15. 28. queen of derivatives
  16. 31. expensive lots relieved first
  17. 34. foreign identifier
  18. 35. bonds issued below par have this
  19. 36. comon dividend reclass
  20. 37. it calculates tax lots
  21. 38. movers of tax lots
  22. 41. fixed income guru
  23. 43. laundered transactions
  24. 45. 2014 reportable bond
Down
  1. 1. bond with a spine
  2. 2. you should avoid this at tax time
  3. 3. options have one, batters have three
  4. 4. corporate action "boot rule" taxability
  5. 5. bonds do this... eventually
  6. 6. a longer one is better
  7. 7. inherited cost basis
  8. 9. close out a short
  9. 11. standard "realized" event
  10. 14. "twirling" distribution
  11. 17. options do this... eventually
  12. 20. these securities require basis reporting
  13. 21. default lot relief method
  14. 23. some derivatives do this at end of year
  15. 24. security based on acreage
  16. 25. an offer that you can refuse
  17. 27. fund that reinvests in accordance with regs
  18. 29. dollars
  19. 30. bonds pay this
  20. 32. infamous Gov't Service
  21. 33. these bonds are not "included"
  22. 39. domestic security identifier
  23. 40. open a position
  24. 42. option to buy
  25. 44. banana or stock