Thread: NII
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Old 02-10-2018, 09:36 AM
Russ Russ is offline
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Join Date: Jan 2008
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The Annual Statement Instructions for Page 15, Exhibit of Net Investment Income, state that Line 1.1 - Bonds exempt from U.S. tax is only applicable to P&C insurance companies; therefore, a Health insurer would include bonds exempt from U.S. tax on Line 1.2 (unaffiliated).
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