December 29, 2023


2 Total CPE Credits


Webinar (CA): Tax Reporting for Fixed Income Securities 2023

  • Instructor

    Mary Kay Foss, CPA

Learning Objectives

• 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 Topics

• History of 1099 reporting of securities interest, OID and gain/loss
• Elections versus required reporting of amortization/accretion
• Examples using actual 1099 forms

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Basic



Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

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


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

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