Skip to content

Reporting Consolidated 1099s for Investments 2025-26

Provider: CalCPA

Length: 2 hours 41 minutes

Taxes 3 CPE Credits Basic QAS self study IRS EA Federal Taxation
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.

Not an LCvista user, get in touch with our team to get started.

Get Started Back to Catalog