Accounting for OID in Quicken

Feb 25, 2007 1 Replies

As tax time draws near, a reminder on dealiing with Original Issue Discount. This is imputed interest you don't receive, but have to pay tax on anyway. It occurs with zero coupon bonds, inflation-adjusted Treasuries, etc.



If you receive a 1099-OID form, you have OID.



Paying the tax is automatic. But you should increase the basis of the security by the amount of OID so you don't pay capital gains on the same amount when you sell it.



I handle this by entering two transactions into Quicken:



Interest income from the security for the OID amount. Return of capital from the security for MINUS the OID amount.



This results in no net cash change in the account, but increases the basis by the OID amount.


- Walt Bilofsky


Assuming you purchased the bond(s) and received the OID (i.e., you bought part of a the new issue), I agree about the taxes. However, many people buy bonds on the secondary market at par or above, but also receive an annual

1099-OID -- it travels from owner to owner with the bonds; these people may adjust out (subtract) the amount of OID after reporting in on Schedule B. Another reason (besides 1099-Bs) to keep all original records/confirms as long as you own a security. .............................. They also serve who only point and laugh.

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