In addition to a description of any investments owned,the worksheet listing your investments should include

Question

Quizplus · Accepted Answer

All of the options listed (purchase price, original amount of investment, current annual income, and latest market value) are important pieces of information to include when listing your investments. The purchase price and original amount of investment can provide insight into how well the investment has performed over time, while the current annual income and latest market value give a sense of the investment's current financial status.

In Addition to a Description of Any Investments Owned,the Worksheet