|
| Brokerage Account
Report the underlying assets of a brokerage account in Part 6.
|
#
|
Description
|
EIF
|
Value
|
Income Type
|
Income Amount
|
|
1
|
ABC Diversified Bond Fund (ABCDX)
|
Yes
|
$50,001 - $100,000
|
|
$1,001 - $2,500
|
|
2
|
Xylophone Technologies Corporation (XYZ)
|
N/A
|
None (or less than $1,001)
|
dividends, capital gains
|
$2,501 - $5,000
|
or
|
#
|
Description
|
EIF
|
Value
|
Income Type
|
Income Amount
|
|
1
|
Brokerage account:
|
No
|
|
|
|
|
1.1
|
ABC Diversified Bond Fund (ABCDX)
|
Yes
|
$50,001 - $100,000
|
|
$1,001 - $2,500
|
|
1.2
|
Xylophone Technologies Corporation (XYZ)
|
N/A
|
None (or less than $1,001)
|
dividends, capital gains
|
$2,501 - $5,000
|
For You, Your Spouse, and Your Dependent Children
Part 6
Report each underlying asset of a brokerage account that individually was worth more than $1,000 at the end of the reporting period or from which more than $200 in income was received during the reporting period. You may indicate that the assets are held within a brokerage account, but this information is not required.
This guide contains specific instructions for common types of assets held within a brokerage account (e.g., mutual funds, exchange-traded funds, stocks, and corporate bonds).
Click Here for Frequently Asked Questions
|