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Consolidated 1099 Reporting Bond Income On-Demand Webinar

Summary

Reporting bond income is more complex than many tax preparers realize. There are many different varieties of bonds, and many of them require special tax treatment. If the bond was purchased at a discount or at a premium, accretion and amortization may need to be reported. Original issue discount bonds and zero-coupon bonds have their own set of complications. We’ll cover those situations and reporting income from mutual funds that include municipal bonds.

Objectives

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

  • Identify different types of bonds
  • Recognize reporting responsibilities for bonds not purchased at par
  • Determine how to correctly identify nontaxable portions of mutual fund interest

Course Details

This on-demand webinar includes the presentation slides, exam questions, recording of the webinar broadcast with review questions, and attendee top questions. CPE is issued after exam is successfully completed.






   

Presented by: Amy Wall, EA, MBA

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