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Tanner-UNF Corporation acquired as a long-term investment $240 million of 6% bon

ID: 2373485 • Letter: T

Question

Tanner-UNF Corporation acquired as a long-term investment $240 million of 6% bonds, dated July 1, on July 1, 2013. Company management has the positive intent and ability to hold the bonds until maturity, but when the bonds were acquired Tanner-UNF decided to elect the fair value option for accounting for its investment. The market interest rate (yield) was 8% for bonds of similar risk and maturity. Tanner-UNF paid $200 million for the bonds. The company will receive interest semiannually on June 30 and December 31. As a result of changing market conditions, the fair value of the bonds at December 31, 2013, was $210 million.


1. Record the entry to recognize fair value changes as of December 31, 2013.

2. At what amount will Tanner-UNF report its investment in the December 31, 2013, balance sheet?

3. Record the fair value changes as of December 31.

Explanation / Answer

1)

DR Investment 240,000 CR Bond Discount 40,000 CR Cash 200,000


(2)

DR Cash 7,200 (Face amount x Face rate for 6 mos)

DR Bond Discount 800

CR Interest Income 8,000 (Carrying Value x Market rate when issued, for 6 mos)


(3)

At Carrying Value of 200,800 (240,000 - 40,000 + 800)

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