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
Type
Learning Objectives
- Describe the conditions that require a taxpayer to file Schedule B and/or Schedule D
- Discuss the different types and sources of interest and dividends that are reported on Schedule B
- Discuss the tax rates that apply to taxpayers on ordinary and qualified dividend income
- Assess whether an obligation to file Form 8938 and/or FinCEN Form 114 exists
- Describe the information needed to correctly calculate basis and gain or loss on the sale of a home or other capital assets
- Assess the liability of taxpayers who are subject to the Net Investment Income Tax
Designed For:
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 |
At WebCE, we are passionate about delivering exceptional professional development solutions. With world-class customer support and education to serve multiple professions, we're here to help professionals reach their career goals.
Copyright ©1992-2026 WebCE®. All Rights Reserved.
S1-31 - Framework