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Webinar(CA): Reporting Bond Premiums on Taxable and Tax-Exempt Securities

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.

Learning 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

Major Topics

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

Provider
California CPA Education Foundation
Course Level
Basic
CPE Field of Study
Tax
2
Who Should Attend

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

Instructor(s)
Mary Kay Foss, CPA
Prerequisites

None

Advanced Preparation

None

Location
Webinar
Event Information
When
Nov 12, 2020
11:30 am - 1:15 pm MST
Location
Webinar
Total CPE Credits
2
Format
Webinar

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$75.00

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$101.00
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Webinar(CA): Reporting Bond Premiums on Taxable and Tax-Exempt Securities


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