On-Demand
Reporting Consolidated 1099s for Investments 2025-26
CPE: 3
Member
$89.00
Nonmember
$119.00
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Overview
1099s are getting messier—are you ready?
With multiple 1099 forms now merged into one mega-report for clients and the IRS, it’s no wonder fixed income reporting feels more confusing than ever. This course breaks it all down—how the information provided to IRS differs from the backup material in the form, and how to report it all correctly—to help you make sense of the chaos and keep your filings clean.
Product Code
1000004034
Credit Type
CPE: 3CPE-Technical: 3Format
Online Self-Study
Intended Audience
Staff at all levels focused on compliance and 1099 reporting. Financial planners recommending fixed income securities.
NASBA Field of Study
Taxes
Level of Difficulty
Basic
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- History of 1099 reporting of securities dividends, interest, OID and gain/loss
- Elections versus required reporting of amortization/accretion
- Examples using actual 1099 forms
Faculty
Mary Kay Ann Foss
Mary Kay Foss CPA is a frequent lecturer for community, professional and business groups. She has authored and presented courses for tax professionals throughout California. She has over thirty years of practical experience in advising clients about retirement, income and estate planning issues. Ms. Foss currently serves on the AICPA Individual Self-Employed Technical Resource Panel and is a past chair of the AICPA Trust Estate and Gift Tax Te...
More about Mary Kay Ann Foss