October 1, 2013 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT
The Schedule D got a major face lift this year and a companion Form as well. The Hot Issues are:
"Basis"? What's with the "Form 8949"? "Covered vs. Not Covered" - How do I read that Form 1099-B? Getting it right when the Form 1099-B is wrong. When do I need to file the Schedule D? Do I have to "list" every transaction and trade; can I submit a summary? What about the "Adjustment Codes"?
In this session we will present scenarios, resources and the questions you need to ask so you can be confident when you file the New Schedule D and Form 8949 in the real world of your practice.
NASBA CPE: 1 Hour/Taxes
IRS CE: 1 Hour/Federal Tax Law
Presented by Kathy Hettick, EA, ABA, ATP, RTRP and Gene Bell, EA, ATA, CFP, RTRP
NSA ConnectED Webinar Series
Learning Objective: to provide participants with the latest practice management, marketing, tax and accounting education and keep them abreast of regulations affecting the profession with emphasis on compliance issues
Program Level: Basic
Prerequisites: None
Advance Preparation: None