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Issue State

This securities setting allows you to set the state in which a fixed income, CD, cash or money fund, or unit trust is issued. It is used to determine federal and state tax implications, if applicable.

You can group by issue state on the Bond Analysis report. For more information, see Group By/Then By and Empty Issue State Label.

For more information about maintaining securities, see Maintain Securities.

For more information about using securities, see Learn More About Assets, Liabilities, Securities, and Categories.