My name is Jason Derbyshire. I'm with Trade Log Software. Today, we're going to be talking about a very complicated subject, and that is reconciling 1099-B with Trade Log. A lot of questions come up when it comes to how to use the 1099-B with your trader tax reporting, how to use it with Trade Log, and then especially with reconciliation. For those of you who have used Trade Log in the past, you know how sometimes there can be questions that come up if there are differences. Where do you find those differences? So, we're going to talk about that today. We want to go through some of the questions about how the 1099-B really fits in with your tax reporting and the situations that can affect the accuracy of the 1099-B. Then, I want to walk you through a demonstration using the reconciliation process, showing you some of the key things that will help make that easier when you go through that process using Trade Log yourself. To get started, just a real brief housekeeping. I hear if this is the first time you've joined us on a webinar, we're using Zoom webinar. At the top, you're going to find your audio settings. So, if you need to adjust your audio settings, you can do that. The Q&A is what we're going to use if you have any questions. So, you can submit those, and we'll either answer you directly or some of those answers, we're going to answer live. And we're not going to be using the chat today, so you don't have to worry about using that except for when we send out a chat to you. So, that gives you a little bit of an overview, but go ahead and submit your questions anytime through the...
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1099-b reporting requirements Form: What You Should Know
Form 1099-B (For Persons that Participated in a Bartering System) Form 1099-B (Form 1040X) — Nonprofit Organizations Form 8888-A — Estate/Surviving Spouse of an Individual Form 1099-SAR — Income Tax Return of a Surtax payer Form 1099-GST — Gross Income Tax Return of a GST Payee Form 1098 — Wages and Deductions in General Form 1098 — Wages and Deductions in General Form W42-A — Annual Individual Income Tax Return Form 1041 — Summary Tax Return — Estate, Gift and Generation-Skipping Transfer of Assets, or (in certain circumstances) Qualified Dividends and Capital Gains of Qualified Beneficiaries Form 1042 — Summary Tax Return — Capital Gains and Losses from the Disposition of Capital Assets; or (in certain circumstances) Qualified Dividends and Capital Gains of Qualified Beneficiaries This publication is designed to help you prepare and submit your tax return.
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