Webinar

Reporting Bond Premiums on Taxable and Tax-Exempt Securities Webcast | 4203801G

  • Thursday, January 14, 2021

    1:30pm – 3:15pm
    (Registration: 3:00pm)
  • 2
    CREDITS
    Taxes




Forms 1099 are being released later each year, and they're more confusing than ever; especially those related to fixed income securities. We'll explain the contents of page one of the 1099 compared to the backup material; and how to report it all correctly.

Objectives




Recognize Covered vs. Non-Covered Securities
Identify the differences between Bond Premium, Acquisition Premium and Accrued Market Discount
Determine how 1099 information for bonds is reported on Forms 1040 and 1041

Highlights




History of current 1099 reporting of fixed income securities
Elections versus required reporting
Examples using actual 1099 forms

Additional Information

Designed For




Staff at all levels focused on compliance and 1099 reporting
Financial planners recommending fixed income securities

Vendor

CalCPA

Advanced Preparation

None.

Credits

2.00 Taxes

Prerequisite




None

Course Number

204203801G

Level of Knowledge

Basic

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