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Event Information

Reporting Bond Premiums on Taxable and Tax-Exempt Securities Webcast | 4203801B
Date: September 3, 2020
Event Start time: 12:30 PM   End time: 2:15 PM
Location: Webcast

Facility: Webcast Rebroadcast


Member:       $79
Nonmember: $109

CPE Credits:

2.00 CPE: Continuing Professional Education Technical
2.00 CTEC-TX: CTEC - Federal Tax Law Hours Technical
2.00 IRS-TX: IRS Federal Tax Update Technical
1.50 MCLE LS-TX: Legal Specialization-Taxation Law Technical
1.50 MCLE: MCLE Technical


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



• 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


Major Subjects:

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


Level of Difficulty:

Field of Interest:




Designed For:

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


Advanced Prep:



Event Notes:
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