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Series 7: Investment Information & Recommendations
Series 7 practice questionmediumTax Implications — AMT

Which of the following municipal bond types would NOT create an AMT preference item?

  1. AIndustrial development revenue bonds
  2. BGeneral obligation bonds issued to build a public school✓ Correct answer
  3. CPrivate activity bonds for a sports stadium
  4. DBonds issued to finance a privately owned airport terminal
Explanation

Why BGeneral obligation bonds issued to build a public school

General obligation bonds issued for public purposes (like building schools, roads, and government buildings) are not AMT preference items. Only private activity bonds — those issued to benefit private entities (industrial development, sports stadiums, private airports) — generate interest that is an AMT preference item. Essential-purpose governmental bonds are exempt from AMT.

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