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SIE: Debt Securities
SIE practice questionmediumZero-coupon bonds

What tax issue is unique to zero-coupon bonds?

  1. ATax-exempt interest
  2. BPhantom income (tax on imputed interest)✓ Correct answer
  3. CCapital gains treatment for all interest
  4. DInterest is only taxed at maturity
Explanation

Why BPhantom income (tax on imputed interest)

Zero-coupon bondholders owe tax on accreted (imputed) interest annually, even though no cash is received (phantom income). Only municipal bonds may be tax-exempt.

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