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Webinar – US Tax Information Reporting 2020

Nancy Nelson, CPA – Interactive Brokers

Fri, Feb 26, 2021 2:00 PM – 3:00 PM EST

This 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 recording is focused 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).

If you are unable to join the live presentation, look for the recording and notes links on the Industry Sponsored tab: https://www.interactivebrokers.com/en/index.php?f=2227&p=i

Interactive Brokers LLC is a member of NYSE, FINRA, SIPC

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.

Disclosure: Tax-Related Items (Circular 230 Notice)

The information in this material 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.

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