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

Course Details

Date

Thursday, September 3, 2020

7:30am – 9:15am
(Registration: 7:00am)

Field of Study

Taxation

Course Number

4203801C

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Basic

Vendor

CalCPA Education Foundation

Prerequisites

None

Description




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.

Highlights




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

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

Designed For




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

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$75.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$101.00
Your Price $101.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

View All Webcasts