by Krisan Marotta | Aug 22, 2014 | KBO, Performance
Q. I’m confused about how the taxable flag should be set for the various fixed income securities. Everything seems to come in marked as taxable. Can you help? A.For most brokers new fixed income securities default to state taxable “yes” and federal...
by Krisan Marotta | Jul 28, 2014 | Cost Basis, KBO
The “final” Internal Revenue Service (IRS) regulations on cost basis reporting for fixed income securities and options securities are phasing in between now and 2016. Here’s the bottom line: It’s going to be MORE difficult to keep cost basis...
by Krisan Marotta | Feb 27, 2012 | KBO, Reporting
Q. I’m having trouble understanding the “change in accrued” column on the PortfolioCenter performance reports. Can you help? A. Accrued income is interest that has been earned but has not yet been paid to the shareholder. Currently,...
