Self-Study On-Demand


3 CPE

Getting the Data Right - Understanding 1099 Forms [2025-2026]

Self-Study On-Demand
3 CPE

Learning Objectives

Upon completion of this course, participants will be able to: Determine how 1099 information for bond premiums and qualified dividends is reported on Forms 1040 and 1041; Recognize Covered vs. Non-Covered Securities; and Identify the differences between Bond Premium, Acquisition Premium and Accrued Market Discount.

Major Topics

1099 Information for Bond Premiums and Qualified Dividends Reporting on Forms 1040 and 1041 Covered Securities Non Covered Securities Bond Premium Bond Acquisition Premium Accrued Market Discount

CPE Credits Available

3 CPE
3
Taxation

Things to Know About This Course

Course Level

  • Basic

Intended Audience

CPAs, EAs, CRTPs and other Tax Professionals

Provider

Western CPE

Purchase This Course

  • MSCPA Member

    $ 147 147
    Join
  • MSCPA Non-Member

    $ 169 169
    Your Price

Please login to register.