FT MarketWatch

Tax lot

A Record of all transactions and their Tax implications involving a particular security in a Portfolio. Recording the taxable Purchase date provides the holder with the Option of specifying exactly which shares to Sell at a later date in Order to reap Tax advantages.

Related Terms: 14 Action, ECU, ECI, Heir, Order, Option, Purchase, Portfolio, Record, SEC, Sell, Share, Transaction, Tax
Other Related Pages: Category: Taxes Starting With: T
Semi Related Terms: 627 CLICK HERE TO VIEW
Above par, Accrual of discount, After-tax basis, Agency security, Amortization of premium, Asset-backed security, At par, All or any part, Alternative order, At best, At call, Automated Order Entry System, Accumulated earnings tax, Absolute advantage, American Depositary Share, All-risks coverage, At risk, Add-on service, Abstract of title, Action to quiet title, As is, Assignment to creditors, Attorney in fact, Adjustment date, Assignment of mortgage, A shares, Average price per share, American option, American-style option, Asian option, At the money, Average option, After-tax contributions, Age-weighted plan, Across the board, Action, Additional paid-in capital, Abusive tax shelter, Ad valorem, After-tax, Alternative Minimum Tax, Against the box, At the bell, At the close, At the figure, At the full, At the market, At the opening order, Automated Pricing and Reporting System, Away from the market, Below the line, Books of final entry, Books of original entry, Book value per share, Banking Act of 1933, Below par, Bid-to-cover ratio, Book-entry security, Bureau of Public Debt, Brought over the wall, Buying on margin, Buy limit order, Buy minus order, Buy on close, Buy on opening, Buy order, Buy stop order, Buy the book, Basic earnings per share, Balance of payments, Board of Governors, Breaking the syndicate, Bill of exchange, Bill of sale, Breach of trust, By the book, B shares, Buy and write, Bearer share, Bonus share, Before-tax income, Break-even tax rate, Breadth-of-market theory, Beat the gun, Cost Of Goods Sold, Cost of sales, Credit order, Cleared date, Cabinet security, Call date, CAT bond, Certificate of Participation, Committee on Uniform Securities Identification Procedures, Conversion option, Convertible security, Code of procedure, Contingency order, Contingent order, Capitalization of income, Comparative advantage, Cost of Living Adjustment, Cost-of-living index, Council of Economic Advisers, Cash and carry trade, Chasing the market, Cheapest to deliver, Chicago Board of Trade, Commodities Exchange Act, Cost-of-living rider, Certificate of stock, Corporate action, Cost of carry, Certificate of title, Class action suit, Cancellation of debt, Certificate of Claim, Cost of debt capital, Cost of funds, C shares, Call option, Class of options, Close to the money, Closing transaction, Covered option, Certificate of Occupancy, Closing date, Cloud on title, Cash or Deferred Arrangement, Class A Shares, Class B Shares, Crash of 1929, Crash of 1987, Capital gains tax, Child and dependent care credit, Consolidated tax return, Coefficient of determination, Cup and handle, Certificate of delivery, Close a position, Closing purchase, Cornering the market, Curbs in, Deferred tax, Date draft, Deposit in transit, Date of issue, Date of payment, Digested security, Distribution date, Droplock security, Due date, Day order, Designated Order Turnaround, Discretionary order, Division of Enforcement, Division of Investment Management, Division of Market Regulation, Date of record, Dividend in arrears, Desk (the), Division of labor, Derivative security, Dated date, Directed share program, De-escalation clause, De facto, Doing business as, Durable Power of Attorney, Date of maturity, Debtor in possession, Debtor-in-possession financing, Deed of Release, Deed of Trust, Discharge of bankruptcy, Discharge of lien, Due-on-sale clause, Deep in the money, Deep out of the money, Deed of Surrender, Department of Housing and Urban Development, Distressed security, Dogs of the Dow, Dead cat bounce, Depth of market, Eurodollar certificate of deposit, Exact interest, Embedded option, Escrowed to maturity, Exchangeable security, Exempt security, Ex-legal, Either-or order, ECU, Effective par, ECI, Edge Act, E-mini, Exchange of spot, Ex-pit transaction, Effective date, Effective tax rate, Employee Stock Purchase Plan, Equity option, Ex-all, European-style option, Exchange-traded option, Expiration date, Ex-warrants, Estate tax, Employee Retirement Income Security Act of 1974, Ex-rights, Ex-rights date, Efficient portfolio, Earned income tax credit, Estimated tax, Excess profits tax, Excise tax, First In First Out, Federal Savings and Loan Association, First call date, Flight to quality, Flow of funds, Fill or kill, Front-ending an order, Foreign currency option, Fractional share, Forward P/E, Fully diluted earnings per share, Factors of production, Favorable balance of trade, Futures option, Form S-1, Floating security, Friends and family offering, Fair Credit Reporting Act, Fair Debt Collection Practices Act, Full faith and credit, Family of funds, Fund of funds, Far option, Free and clear, Federal Insurance Contributions Act, Free right of exchange, Federal ID Number, Federal Tax Identification Number, Federal tax lien, Flat tax, Franchise tax, Graduated security, Glass-Steagall Act, G-7, General Agreement on Tariffs and Trade, G-8, Growth and income fund, Grant date, Gather in the stops, Gift tax, Hart-Scott-Rodino Act of 1976, Hit the bid, House of issue, Health Insurance Portability and Accountability Act, Heir, Holder in due course, Home equity line of credit, Home Mortgage Disclosure Act, Hidden tax, Head and shoulders, Hammering the market, Held at the opening, Holding the market, In escrow, Inflation-indexed security, Investment security, Issue date, In-house, Investment Advisor Act of 1940, Investment Company Act of 1940, In line, Identified shares, Insider Trading sanctions Act of 1984, Internal Rate of Return, Indication of interest, In intestacy, In play, In-process research and development, Institutional shares, Index option, Interest rate option, I/O strip, Inheritance tax, In-service withdrawal, Individual tax return, Imbalance of orders, In and out, Inefficient portfolio, In sympathy, In the tank, Jointly and severally, Jumping the gun, Joint and several liability, Joint and survivor annuity, Joint tax return, Knock-out option, Last In First Out, Lender of last resort, Law of one price, Letter security, Lending at a rate, Limit-on-close order, Limit order, Limit order book, Limit order information system, Law of demand, Law of supply, London International Financial Futures and Options Exchange, Letter of comment, Legal age, Line of credit, Loan-to-cost, Loan-to-value, Lock-in, Lapsed option, Listed option, Lease-purchase agreement, Leading the market, Locked in, Long-term gain or loss, Luxury tax, Level I quotes, Money order, Marketable security, Maturity date, Mortgage-backed security, Mortgage pass-through security, Make a market, Market if touched order, Market on close order, Market order, Mark-to-market, Medium of exchange, Marginal propensity to consume, Money at call, Market portfolio, Market-share weighted index, Negotiable certificate of deposit, Negotiable Order of Withdrawal, Negotiable security, Notice of Sale, National Association of Securities Dealers, National Association of Securities Dealers Automated Quotations system, No limit order, Non-equity option, No-Action Letter, Null and void, Notice of Default, Non-resident alien tax, Naked option, Near option, Non-qualified stock option, Non-statutory stock option, National Association of Real Estate Investment Trusts, Normal retirement age, Net transaction, Off the books, Office of Thrift Supervision, Out-of-favor, Over-the-Counter, Off-floor order, On-floor order, On margin, Open order, Option account, Or better, Order, Order flow, Order ticket, One-share one-vote rule, Option, Offering date, Opinion of title, On account, On-the-spot loan, Option income fund, Opening transaction, Option chain, Option contract, Option holder, Option margin, Option pool, Option premium, Option price, Option pricing curve, Option series, Option spread, Option writer, Out of the money, Old age, survivors, and disability insurance, On-balance volume, Odd lot buy/sell ratio, On close, On open, On the opening, Option exchange, Order book official, Order imbalance, Pooling of interests, Pre-tax profit margin, Profit and loss statement, Pro forma, Par bond, Payment date, Payment-in-kind security, Price Value of a Basis Point, Purchase, Payment for order flow, Payable date, Preference shares, Preferred shares, P&L, Primary earnings per share, Portfolio manager, Portfolio, Power of Attorney, Prioritization of debt, Projected maturity date, Purchase-money mortgage, Physical option, Put option, Property tax, Purchase agreement, Prudent Expert Act, Paid-in capital, Paid-in surplus, Private Investment in Public Equity, Portfolio insurance, Portfolio theory, Preservation of capital, Progressive tax, Proportional tax, Point-and-figure chart, Painting the tape, Portfolio tracking, Qualifying share, Record, Reports and Records, Return of capital, Return on Capital, Return on Invested Capital, Return on Total Assets, Redemption date, Registered security, Residual security, Restricted security, Reading the tape, Regulation D, Regulation G, Regulation T, Regulation U, Round of funding, Rules of Fair Practice, Rate of exchange, Reciprocal of European terms, Record date, Redeemable shares, Regulation A, Right of first refusal, Right of rescission, Right to Know, Revolving line of credit, Right of recourse, Rule of 78, Right of redemption, Retirement Equity Act of 1984, Regressive tax, Return on Capital Employed, Rate of return, Real rate of return, SEC filing, Selling, General and Administrative Expenses, SG&A, Savings and Loan, Sight letter of credit, S&L, SEC, Securities and Exchange Commission, Sell, Stamped security, SEC fee, Segregation of securities, Sell limit order, Sell order, Sell plus, Sell-side analyst, Sell the book, Significant order, Small Order Execution System, Split order, Stop-limit order, Stop order, Standard of living, Second-to-die insurance, Share, Stock option, Stock option plan, Statute of Limitations, Sale and leaseback, Satisfaction of debt, Security interest, Security loan, Senior security, Share appreciation mortgage, Staggered board of directors, Selling the spread, Single option, Spread option, Social Security, Social Security Tax, Share price, Security analysis, Selling short against the box, Shorting against the box, Short purchase, Structured portfolio strategy, Sales tax, S Corporation, Self-employment tax, Separate tax returns, Short-term gain or loss, Sin tax, Subchapter M, Subchapter S Corporation, Scale order, Schedule C, Securities Act of 1933, Securities Acts Amendments of 1975, Securities Exchange Act of 1934, Seek a market, Settlement date, S&P phenomenon, Stop and reverse, Transaction, Tax anticipation note, Tax-exempt bond, Tax renevue anticipation note, T-Bill, Term to maturity, Treasury Inflation-Protected Security, Trust-preferred security, Take a position, Time order, Trailing P/E, Tax haven, Tax, Tax schedule, Tenancy by the entirety, Truth in Lending, Tax-free bond fund, Tax-managed fund, Tax lien, Tax roll, Tenancy at will, Transfer tax, Tax deferral, Tax-deferred, The Street, Timing the market, 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portfolio, Zero-investment portfolio