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

Course Details


Thursday, January 14, 2021

8:30am – 10:15am
(Registration: 10:00am)

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




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.


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


• 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

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $109.00

CPE Choice

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

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