Reporting Consolidated 1099s for Investments

Overview

1099s are getting messier are you ready? With multiple 1099 forms now merged into one mega-report for clients and the IRS, it's no wonder fixed income reporting feels more confusing than ever. This course breaks it all down how the information provided to IRS differs from the backup material in the form and how to report it all correctly to help you make sense of the chaos and keep your filings clean.