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Beyond the 1040 Textbook (2018) - #3802

Beyond the 1040 Textbook (2018) - #3802

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Table of Contents.


This textbook covers two angles — first, contributing to and withdrawing from retirement accounts, the differences between traders and investors, and employee stock benefit reporting for items such as restricted stock units and incentive stock options. The second part covers foreclosures and abandonments, debt cancellations, and how to properly report Forms 1099-A, Acquisition or Abandonment of Secured Property, and 1099-C, Cancellation of Debt. Intermediate level. Ships in October.

The Beyond the 1040 covers:

  • Identifying and summarizing the reporting requirements for the various components of a consolidated 1099-B.
  • Distinguishing between covered and noncovered securities
  • Recognizing the difference between various retirement plans.
  • Determining how much and when to make contributions to and distributions from retirement plans.
  • Distinguishing the difference traders and investors.
  • Summarizing how to report the sale various types of employee stock benefits.
  • Determining the proper tax reporting of Form 1099-A and 1099-C.
  • Distinguishing between recourse and nonrecourse debt.

Product Details:

Level: Intermediate

Author: NATP Staff

Publisher: NATP

Publication Date: 2018

Format: Print

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Corresponding CPE Courses:

Get the e-book FREE when you purchase any of the corresponding courses below.

The Beyond the 1040 Self-Study Course, Live Workshop or Online Workshop.

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