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1 Tanner-UNF Corporation acquired as a long-term investment $220 million of 4.0%

ID: 2569227 • Letter: 1

Question

1

Tanner-UNF Corporation acquired as a long-term investment $220 million of 4.0% bonds, dated July 1, on July 1, 2018. Company management has the positive intent and ability to hold the bonds until maturity. The market interest rate (yield) was 6% for bonds of similar risk and maturity. Tanner-UNF paid $180.0 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, 2018, was $190.0 million.

Required:
1. At what amount will Tanner-UNF report its investment in the December 31, 2018, balance sheet?

2. Suppose Moody’s bond rating agency downgraded the risk rating of the bonds motivating Tanner-UNF to sell the investment on January 2, 2019, for $160.0 million. Prepare the journal entry to record the sale.

Explanation / Answer

Answer 1:-

The management has positive intent and ability to hold the bonds until maturity, the securities would be classified as held to maturity. Therefore they will be reported at their u amortized cost or book value.

Investment in bonds 220,000,000

Discount on bonds:

Original Discount 40,000,000

12/31/18 Amortization ( 1,000,000) 39,000,000

___________ _____________

Book value 181,000,000

2. Journal entry to record the sale :

Cash 160,000,000

Discount on Bonds 39,000,000

Loss on sale 21,000,000

Investment in Bonds 220,000,000