1040 Schedules B and D

Overview

Unlock the secrets of investment income with Schedules B and D! Learn to report tax-exempt income, OID, qualified dividends, and capital gains. Mastering these forms helps tax professionals minimize clients' tax liabilities and optimize tax planning. Dive into the details and ensure accurate reporting for the best financial outcomes!

Find this course for your license

License or Certification

Regulator

Learning Objectives

Identify the conditions requiring a taxpayer to file Schedule B and/or Schedule D
Identify the different types and sources of interest and dividends reported on Schedule B
Identify the tax rates applying to taxpayers on ordinary and qualified dividend income
Given details of a taxpayer's foreign accounts and assets, correctly determine whether an obligation to file Form 8938 and/or FinCEN Form 114 exists
Identify the information needed to correctly calculate basis and gain or loss on the sale of a home and other capital assets
Identify taxpayers who are subject to the Net Investment Income Tax and correctly determine their liability

Designed For:

CPAs, EAs, and other tax professionals

WebCE® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding WebCE administrative policies such as refunds, cancellations and concerns, please contact Support Services at 877-488-9308.

Course Information

Adding additional credit may change exam requirements.

Advanced Preparation:

None

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