Reporting Investment Income for Individuals On-Demand Webinar


Taxpayers have a variety of investment opportunities, but reporting and taxing the activity isn’t always straightforward. This webinar will teach you how to properly report investment activity reported on Consolidated Form 1099. You’ll also learn the differences between covered and non-covered securities and their reporting requirements. At the end, we’ll complete case studies to offer hands-on experience in outlining the treatment of investment income by preparing Form 8949 and Schedule D.


Upon completion of this course, you will be able to:

  • Identify and summarize the reporting requirements for various components of a Consolidated Form 1099.
  • Calculate capital gains and losses.
  • Differentiate between short-term and long-term gains and losses.
  • Distinguish between covered and noncovered securities.
  • Review Form 8949 and Schedule D.

Course Details

This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.


Presented by: Kate Goad

How to Earn CPE

To receive credit for this on-demand webinar, you must make at least one attempt to answer each of the review questions included with the webinar video. You also must successfully pass the course exam with a score of 70% or better.

The course and exam will expire one year from the date of purchase.

Cancellation Policy

​Because this is an online education offering, it is nonrefundable.

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