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[PDF File]US Aggregate Factsheet
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The Bloomberg Barclays US Aggregate Bond Index is a broad-based flagship benchmark that measures the investment grade, US dollar-denominated, fixed-rate taxable bond market. The index includes Treasuries, government-related and corporate securities, MBS (agency fixed-rate and hybrid ARM pass-throughs), ABS and CMBS (agency and non-

[PDF File]Publication 4079 Tax-Exempt Governmental Bonds
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in the private activity bond tests after the issue date if a deliberate action is taken that causes those limits to be exceeded. If a bond is a private activity bond, interest on the bond may still be excludable from federal income tax if the bond issue meets the additional …

[PDF File]Muni Bonds: Best Investment for Rising Taxes
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With a New York muni fund, for example, investors can earn the equivalent of 5.9 percent. (To get the taxable-equivalent yield of any municipal bond, use this BankRate.com calculator.) And while high yields hint at the budget problems that are a cause of so much concern, even single-state municipal bond funds can have a role as part

[PDF File]Bank-qualified municipal bonds - RBC Wealth Management
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bank-qualified bond is 4%. Actual BQ yield = stated BQ yield - TEFRA haircut Example: 4% - 14 basis points = 3.86% In effect, the bank purchasing the 4% bank-qualified security is getting a tax-free bond with a 3.86% yield and paying tax on 14 basis points. The final step is to calculate the taxable …

Guide to Bond Premium and Market Discount - TSCPA
For taxable Bonds, applying the bond premium rules is elective. For tax-exempt Bonds, however, applying the bond premium rules is mandatory. 4. A Bond holder who acquired a taxable Bond with bond premium and has not previously elected to amortize bond premium may either (1) elect to amortize the premium over the term of the Bond and ...

[PDF File]TAX-EXEMPT INTEREST DIVIDENDS BY STATE FOR 2017
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2023 Term Muni Bond STATE / TERRITORY ... The amount of tax-exempt interest income in Box 10 of 2017 IRS Form 1099- ... requirements for passing through state-exempt income which could result in exempt-income dividends being completely taxable in the state with the investment threshold.

[PDF File]New York State Department of Taxation and Finance Taxpayer ...
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New York State Department of Taxation and Finance Taxpayer Services Division Technical Services Bureau This memorandum supersedes memorandum TSB-M-86-(8)I dated December 18, 1986 which should be destroyed. New York Tax Treatment of Interest Income …

[PDF File]2016 Tax-Exempt Income from Fidelity Funds
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2016 Tax-Exempt Income from Fidelity Funds Information for state tax reporting This information may help you prepare your state income tax return. If you owned shares of any of the Fidelity funds listed in the table on the following pages of this letter during 2016, a portion of the tax-exempt interest dividend

[PDF File]Tax Treatment of Premium and Discount Bonds
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premium example. But unlike taxable bonds, the amortization cannot be treated as an ordinary loss. The lone exception wh ere an adjustment to par triggers a taxable event is market-discount munis. A market discount on a tax-exempt bond arises if: The bond is issued at par or at a …

[PDF File]Taxable and Tax-Free Equivalence of Interest Rates Yields ...
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either a taxable interest rate yield in terms of a tax-free equivalent yield or a tax-free municipal interest rate yield in term of a taxable equivalent yield. Naturally, if one is a legal resident of a state (state . m) that has an income tax on bond interest and

Muni vs taxable bond calculator