Tax Tree House

12345678910111213141516171819202122232425262728293031323334353637383940414243444546
Across
  1. 1. "road building" bond
  2. 4. open a position
  3. 5. "coming together" event
  4. 7. banana or stock
  5. 9. you should avoid this at tax time
  6. 12. corporate action "boot rule" taxability
  7. 13. dollars
  8. 14. option to buy
  9. 15. infamous Gov't Service
  10. 16. 2016 reportable bond
  11. 18. type of sell or height
  12. 20. expensive lots relieved first
  13. 24. domestic security identifier
  14. 25. she solicits comments for the IRS
  15. 26. options do this... eventually
  16. 29. it is accreted
  17. 32. options clear here
  18. 33. movers of tax lots
  19. 35. mutual funds and stocks pay these
  20. 38. it calculates tax lots
  21. 41. inherited cost basis
  22. 42. comon dividend reclass
  23. 43. bonds pay this
  24. 44. queen of derivatives
  25. 46. default lot relief method
Down
  1. 1. bonds do this... eventually
  2. 2. laundered transactions
  3. 3. these securities require basis reporting
  4. 6. security based on acreage
  5. 8. leading cost basis tracking solution
  6. 10. some derivatives do this at end of year
  7. 11. 2014 reportable bond
  8. 14. close out a short
  9. 17. brokers must report this
  10. 19. a longer one is better
  11. 21. foreign identifier
  12. 22. bonds issued below par have this
  13. 23. an offer that you can refuse
  14. 24. fund that reinvests in accordance with regs
  15. 27. option to sell
  16. 28. it is ammortized
  17. 30. "twirling" distribution
  18. 31. these bonds are not "included"
  19. 34. standard "realized" event
  20. 36. options have one, batters have three
  21. 37. bond with a spine
  22. 39. derivative not in the past
  23. 40. fixed income guru
  24. 45. most recent purchases relieved first