On-Demand
Reporting Interest and Gain from Tax-Exempt Securities 2024-25
CPE: 2
Overview
Not only are Forms 1099 being released later and later each year, they have become more confusing than ever—especially when it comes to fixed income securities. This course will explain what's on page one of the 1099 compared to the back up material and how to report all of the items correctly.
Product Code
1000003505
Credit Type
CPE: 2CPE-Technical: 2Format
Online Self-Study
Intended Audience
Staff focused on compliance and 1099 reporting and financial planners recommending fixed income securities.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- History of current 1099 reporting of fixed income securities
- What treatment is required versus what can be elected
- Examples using actual 1099 forms