Seminar
Live Replay WebinarBasic level
Navigating Form 1099-DA
★★★★★
4.5 · 6 attendee ratings
Cryptocurrency investment is no longer seen as a fad, but rather a growing reality among clients in a wide range of income levels. Still, accountants tend to shy away from taking on clients with crypto holdings largely due to a general lack of understanding of the compliance involved. Filing requirements for Form 1099-DA are coming up fast, and rather than shun this client work all together, it pays to have an understanding of what’s in the form and related workflows for compliance to give you the confidence to take on this business and fully serve your crypto-investing clients.
Learning objectives
Upon completing this course, you should be able to:
- Identify the key reporting requirements and filing deadlines for Form 1099-DA.
- Explain how cryptocurrency transactions are classified and treated for federal tax purposes.
- Demonstrate how to use CoinTracker to track and reconcile client digital asset transactions.
- Describe essential client intake questions to assess cryptocurrency holdings and transaction history.
- Apply proper tax treatment to common cryptocurrency transactions including sales, exchanges, and transfers.
Major topics
Full details of Form-1099 DA and what is not immediately apparent
How is crypto taxed
Who is involved in the exchange/process
Examples of purchase scenarios
A real case walkthrough
Basic introduction to the CoinTracker crypto tax platform
Who this is for
Tax professionals (CPAs, EAs, etc.) at all levels, with a key focus on those with current or potential clients with cryptocurrency holdings
Prerequisites: None
Course details
- Recommended CPE credit
- 1 — Taxes
- Field of study
- Taxes
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Length
- 50 min
- Course number
- 26c01432
- Provider
- K2 Enterprises
CPE Today (Devmatics, LLC) 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 (Sponsor ID 167619). 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, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Attendee feedback
4.5
6 attendee ratings
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