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Income Tax Planning
Chapter 4: Gross Income from Personal and Investment Activities/ORIGINAL ISSUE DISCOUNT (OID)
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 4: Gross Income from Personal and Investment Activities

ORIGINAL ISSUE DISCOUNT (OID)

01.Core Concepts

• Doctrine of Constructive Receipt • OID = Maturity Value – Purchase Price • Taxpayer recognizes imputed interest each year. As interest is recognized: • OID is amortized (reduced by the amount recognized) • The taxpayer’s basis increases (by the amount recognized) • Exceptions: • Series E and EE Savings Bonds