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IRS Form 1099-B Reporting Update

 

Find out what is required on the form 1099-B 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 1099-B, 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 1099-B and familiarize yourself with other related IRS information forms.

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IRS Form 1099-B Reporting Update

Agenda

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IRS Form 1099-B Reporting Update

Faculty

William M. Gerhardt, J.D., LL.M. Taxation

William M. Gerhardt, J.D., LL.M. Taxation

William M. Gerhardt, J.D., LL.M.

  • Tax consultant for RSM US LLP in its San Antonio, TX office
  • Works with individual and entity taxpayers providing tax consulting and business advisory services in all facets of federal income taxation
  • Represents clients in tax controversy and dispute resolution cases before the IRS and the U.S. Tax Court
  • LL.M. degree in taxation, University of Florida College of Law; J.D. degree, St. Mary’s University School of Law; B.A. degree, Vanderbilt University
  • Can be contacted at 210-828-6281 or [email protected]
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IRS Form 1099-B Reporting Update

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