Webinar: IRS Form 8937 Impact on ROC Reporting for 2012 Form 1099 [Complimentary]

FATCA, Cost Basis Reporting, Form 8937, Form 1099

New IRS Form 8937 Puts Brokers Between
a ‘ROC’ and a Hard Place for 2012 Form 1099 Reporting

Return of capital (ROC) reporting season is here. Under the cost basis reporting law, brokers must now make basis adjustments for ROCs and other amounts reported on the new IRS Form 8937. With some 2,000 Form 8937s already filed relating to more than 20,000 ROC adjustments for 2012 tax reporting, brokers face a ‘hard place’ with the February 15th Form 1099 deadline to accurately account for this information. How are brokers managing all of these new Form 8937 adjustments?


Please join us on Wednesday, January 30th at 2 PM ET/1 PM CT for New IRS Form 8937 Puts Brokers Between a ‘ROC’ and a Hard Place for 2012 Form 1099 Reporting. At this insightful web seminar, Wolters Kluwer Financial Services’ cost basis reporting and corporate actions subject matter experts Stevie Conlon, Senior Director & Tax Counsel, Richard Ryndak, Senior Product Manager, and Jon Mosier, Tax & Regulatory Analyst & Form 8937 Specialist, will delve into critical Form 8937 data—by country, corporate action type, security type and taxability, with particular attention to return of capital events.

Attend this 60 minute web seminar to learn about:

  • IRS Form 8937 reporting in 2012
  • Year-end dividend reclassification and return of capital
  • Challenges in interpreting issuer statements
  • How this will impact Form 1099 reporting

This is a must-attend event for anyone responsible accounting for ROCs, booking corporate actions taxability or for 1099 reporting.

Register online today!

CPE Credits: 1

Web Event Sponsored by:

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About Maureen Lowe

President and Founder of Financial Technologies Forum, LLC. Editor-In-Chief of FTF News. Entrepreneur, Jersey Girl that recently returned to Jersey, Loves to Bake, Married to a Kiwi, First Time Mom
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