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with Amy Wall

Reporting Investment Income

Learning Objectives:

Upon completion of this course, you will be able to:
  • Analyze the different parts of the 1099B
  • Report income correctly on the tax return
  • Explain investment concepts to clients


Course Overview

Course Details
  • Level: Beginner
  • Cost: Free
  • Field of Study: Taxes
  • Advanced Prep: None
  • Credit Type: CE & CPE
  • Credit Hours: 2
Course Description
While we don’t want to become investment advisors for our clients, understanding the tax ramifications of investments is certainly part of our job. And it’s not an easy job, by any means. Even a simple form like a 1099-INT involves knowing how to determine what interest is taxable to both the IRS and the state, or just the IRS, or just the state! Pulling out that municipal bond interest that isn’t taxable to the taxpayer’s state of residency can make a difference in your client’s tax bill.
Canopy’s Reporting Investment Income course will cover some of the basics of 1099-B reporting, and the ins and outs of forms such as the 1099-INT and 1099-DIV. Then we’ll delve into more advanced topics such as §1256 reporting, margin trading, interest tracing and cryptocurrency investments.


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    Course Details