portfolio interest


Interest paid to foreign investors outside of the U.S. on non-bearer obligations issued after July 18, 1984. Also includes interest paid on registered bearer bonds that are sold through financial institutions to foreign markets. In all cases, the obligations may not be held by a U.S. citizen.

Use portfolio interest in a sentence

There was portfolio interest that needed to be paid and we were on top of it and knew what to do.

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You should always try to calculate what your portfolio interest will be and factor that in to your coming profits.

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N late January, the IRS issued a private letter ruling (P.L.R. 201504004) dealing with whether interests in a non-grantor trust and a partnership are considered to be in registered form, a precursor to qualification for payments thereon to the portfolio interest exemption.

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