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Should I include investments in corporate bonds or mortgages purchased on a block basis through a bank or similar institution in Schedule 2?

April 26, 2017Bank basis block corporate bonds investments mortgages similar

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Should I include investments in corporate bonds or mortgages purchased on a block basis through a bank or similar institution in Schedule 2?

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A. No. Investments in corporate bonds or mortgages purchased on a block basis through a bank or similar institution must be reported in Schedule 5 (Investments Other Than U.S. Treasury Securities).