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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.

Runtime: 88 minutes
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

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
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on March 31, 2020.

Call 1-866-352-9540 for further credit information.

  • Enrolled Agents 1.0
     
  • This program qualifies for 1.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.0
     
  • HI CLE 1.25
     
  • ME CLE 1.0
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • NY CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 407148
Published 2020
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