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Aired On
Feb 16 2022
2:00 pm - EST
Image Understanding Your 1099s – US Tax Information Reporting Watch on GoTo Webinar

This webinar presentation focuses on information provided to you as a taxpayer, and to the IRS concerning your earnings, as well as certain types of payments by third parties for inclusion in your annual tax return.

This webinar focuses only on US tax information provided to US taxpayers, for use in preparing individual returns (form 1040 and 1040SR), Trusts (form 1041) and partnership/LLC returns (form 1065).

Contributed By:

Interactive Brokers

Presented By:

head shot Nancy Nelson

Nancy Nelson

CPA

Interactive Brokers

Disclosure: Interactive Brokers

The analysis in this material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IBKR to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

Supporting documentation for any claims and statistical information will be provided upon request.

Any stock, options or futures symbols displayed are for illustrative purposes only and are not intended to portray recommendations.

Disclosure: Tax-Related Circular 230 Notice

The information in this presentation is provided for informational purposes only, and does not constitute tax advice and cannot be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local or other tax statutes or regulations, or to resolve any tax issue.

Disclosure: IBKR Tax Disclosure

Interactive Brokers does not provide tax advice, does not make representations regarding the particular tax consequences of any investments, and cannot assist clients with tax filings. Investors should consult with their tax professional about the tax implications of any investment.

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