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22WC-1111: Reporting Bond Premiums on Taxable and Tax-Exempt Securities (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Thursday, January 26, 2023
12:00pm - 2:00pm Central Time
2 CPE (2 technical)

Forms 1099 are being released later each year, and they're more confusing than ever; especially those related to fixed income securities. In this course, we'll go over the contents of page one of 1099, explain how it differs from the backup material; and how to report it all correctly.

Major subjects

  • History of current 1099 reporting of fixed income securities
  • Elections versus required reporting
  • Examples using actual 1099 forms

Learning objective(s)

  • Recognize Covered vs. Non-Covered Securities
  • Identify the differences between Bond Premium, Acquisition Premium and Accrued Market Discount
  • Determine how 1099 information for bonds is reported on Forms 1040 and 1041

Who should take this program?

Staff at all levels focused on compliance and 1099 reporting. Financial planners recommending fixed income securities.


Our records indicate you are a nonmember. If you register, you will be charged $109.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $79.00
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More program information

Instructor Mary Kay Foss, CPA
Location Online
of study
of study
Taxes - Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. None
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If you have questions about this event, please call us at 952-831-2707.