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A Complete Guide to Reporting Form 1099-DA (FDA2)

Friday, May 23, 2025
09:00 AM - 11:00 AM (Eastern)

Mike Tucker, Ph.D., LL.M., J.D., CPA

Karen Davis, EA, MBA, Ph.D.

  • Format Webinar
  • Credits 2.00
  • Level Basic
  • Field of Study Taxes (2)

$119.00

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Overview

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.

Major Topics:

  • Definition of a digital asset for purposes of Form 1099-DA
  • What 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 information
  • Treatment of sales of digital assets
  • Who is a broker for purposes of Form 1099-DA?
  • Information required to complete Form 1099-DA
  • Reporting closing transactions and covered securities
  • Who 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 transaction
  • Optional reporting methods for digital asset transactions
  • Substitute statements for the Form 1099
  • Reporting a disposition of digital assets held by a widely held fixed investment trust

Learning Objectives

  • Understand the rules relating to Form 1099-DA

Who should take this course:

Accounting and finance professionals who need to understand the rules regarding Form 1099-DA

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