Corporate Bond

Report a corporate bond and income produced by the bond in Schedule A. 

Corporate Bond: An Example

For You, Your Spouse, and Your Dependent Children

Schedule A

Report a corporate bond if the value of the bond was more than $1,000 at the end of the reporting period, or if the bond produced more than $200 in income during the reporting period.

Block A: Provide the name of the corporate issuer (e.g., “Xylophone Technologies Corporation”) and identify the asset as a bond. You do not need to include the terms of the bond.

Block B: Report the value of the bond by marking the appropriate column.

Block C: Report the total amount of income that was produced during the reporting period by marking the appropriate “Amount” column. If the amount of income is more than $200, you also need to report the type of income by marking the applicable “Type” column(s). Bonds normally produce interest income but may also produce capital gains if sold.

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This guide is not intended to provide investment advice, and you should not rely on statements in this guide when making investment decisions.