Portfolio: (Example portfolio)
- Details
- Summary
- Alerts
- Big Movers
- Volume Trending Higher
- Maturing Bonds
- Discount Bond Price Increase
- Premium Bond Price Decrease
- Trending Higher
- Trending Lower
- Market Rating Change
- Liquidity Rating Change
- Yield Rating Change
- Alerts History
Summary: The purpose of Bondview’s Tax Valuation Report is to assist tax
professionals
with the preliminary information necessary for creating their estate tax filings such as
those based on IRS Form 706.
To proceed, select an existing bond portfolio or create a new one. Select a valuation date
and let Bondview do the rest.
The following information is automatically created based on an existing portfolio: Cusip,
Bond Security Description,
Market Value, Dividend and Interest Accrual, Estimated price, Maturity, Coupon, Valuation
Date, Date Of Death, Account Title,
Number of Bonds, Total bond Value, Total accrual and Total Overall Value.
Note: Bondview can also automatically produce Historical Cost
Basis
to create information for capital gain reporting purposes for multiple bonds purchased on
different dates.
| Valuation Report Name | Valuation Date | Date Created |
|---|