What does the term “reinvestments” mean in Line 14 of Schedule 3?
A. Enter on Line 14 the total amount from the sale or redemption of U.S. Treasury securities, marketable securities, or other investments that was promptly reinvested (i.e., “rolled over”) in U.S. Treasury securities, marketable securities, or other investments during the reporting period. Calculate the total amount reinvested by adding, for each investment, the lower of each investment’s original cost or the amount received from the sale or redemption that was actually reinvested. The total on Line 14 of Schedule 3 must agree with the amount reported on Line 14 of Schedule 4. If only a portion of the amount received was reinvested, only the reinvested portion may be included on Line 14. Interest and dividends received during the reporting period must be reported in Items 40 (Interest) and 41 (Dividends).
