IRS Form 1099-B Reporting Update (OnDemand Webinar)

$199.00

SKU: 407148EAU

Description

Find out what is required on the form 1099B and how to properly report these requirements.This topic will help you understand the principles and rules that require brokers to report on a Form 1099B, proceeds from broker and barter exchange transactions. Review all broker reporting requirements, including basis reporting under IRC 6045B, short sales, and gains from corporations with acquisition of control or substantial changes in capital structures. Learn about new Qualified Opportunity Funds (QOF) reporting requirements. Finally, the material will help you to become comfortable navigating and completing Form 1099B and familiarize yourself with other related IRS information forms.

Date: 2020-03-31 Start Time: End Time:

Learning Objectives

Who Is Required to Report and Why?

Capital Gains and Loss Reporting

Covered Securities and Cost Basis Reporting

Wash Sales, Short Sales and Stock Options

Qualified Opportunity Funds (QOF)

Related Information Reporting Forms
• Dispositions of Capital Assets • Form 8949
• Acquisition of Control or Substantial Change in Capital Structure • Form 8806
• Reconciling or Correcting Basis • Form 8937 and Schedule D

No Credit Available

William M. Gerhardt, J.D., LL.M. Taxation-Gerhardt Law Firm, PLLC