Consolidated 1099 Reporting Sale of Stocks On-Demand Webinar

Summary

The Consolidated 1099 statement our clients receive from their brokers ranges from simple to painfully complex. The best way to deal with a complex Consolidated 1099 is to break it down into pieces.

The most commonly reported transactions for clients are income from dividends and sales of securities. This webinar will review the ins and outs of reporting dividends (including dividends that qualify for the 199A deduction), nondividend distributions, distributions in lieu, capital gain distributions, sales of securities and mutual fund income.

Objectives

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

• Describe different types of income from stocks
• Report different types of distributions
• Determine how to correctly calculate basis for sales of stocks

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.