Surgent's A Complete Guide to Reporting Form 1099-DA (FDA2)
2025-06-26 19:00 - 21:00 UTC | Webinar
Surgent's A Complete Guide to Reporting Form 1099-DA (FDA2)

06/26/25 02:00 PM CST
- 06/26/25 04:00 PM CSTDescription:
For each digital asset sale that a broker has affected for a customer in 2025, the broker must complete Form 1099-DA. A broker includes any person who, in the ordinary course of a trade or business, stands ready to affect sales of digital assets to be made by others. This program covers the required rules for reporting digital asset transactions on Form 1099-DA.Objectives:Understand the rules relating to Form 1099-DAPresenters:Mike Tucker, Ph.D., LL.M., J.D., CPAKaren Davis, EA, MBA, Ph.D.Field of Study:Taxes (2)Major Topics:Definition of a digital asset for purposes of Form 1099-DAWhat is a sale of a digital asset affected by a broker on behalf of another person?Mandatory 2025 reporting of gross proceeds information and voluntary reporting of basis informationTreatment of sales of digital assetsWho is a broker for purposes of Form 1099-DA?Information required to complete Form 1099-DAReporting closing transactions and covered securitiesWho is a processor of digital asset payments?How many transactions to report on each Form 1099-DA and how many forms to file for each transactionOptional reporting methods for digital asset transactionsSubstitute statements for the Form 1099Reporting a disposition of digital assets held by a widely held fixed investment trustLocation:
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