Advanced Form 1099-MISC Reporting Compliance for 2014

On-demand webinar (1.5 hours)

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Presented by:TAPN

Go beyond the basic 1099-MISC tax reporting scenarios and learn how to handle a variety of more complex reporting requirements in this program designed for Controllers, Accounts Payable, Tax, and Tax Compliance Analysts.

This highly practical program will help you master the tax reporting and tax withholding situations that create the greatest 1099 compliance risk for your organization.

  • Multi-party transactions: Who gets the Form 1099 when there are agents or middlemen?
  • Disregarded entities: What does it mean, how do you identify them, and how do you get the information needed for correct 1099 reporting?
  • Assignment of income: When the 1099 goes to a different person or entity than the name you used for payment 
  • Legal settlements: How to get the information you need for correct 1099 reporting and carve out nontaxable, nonreportable amounts 
  • Crossover with Payroll: Payments to employees that do not belong on a Form 1099 and create a high profile in an IRS audit 
  • Payments to estates or descendants: How are they handled?
  • Employee's or contractor's payment: Is a 1099 required for amounts garnished?
  • Donations: Determining what is reportable
  • Payments to factors: How are they handled?
  • Other 1099s: Payments reportable on the 1099-INT or 1099-S 
  • Live Q&A: Ask your questions about complex and challenging 1099-MISC situations

Learning objectives:

  • Identify all Form 1099-MISC reportable payments
  • Identify the reportable individual or entity when more than one party is involved in the transaction

Purchase webinar - IOFM/TAPN Members
Purchase webinar - Nonmembers

Featured speaker:

marianne-couchMarianne Couch, JD
Principal, Cokala Tax Information Reporting Solutions, LLC

Marianne Couch, JD, a co-founder of the Cokala Tax Group, is an advisor on U.S. federal and state tax information reporting compliance. She is a frequent lecturer at major tax conferences and the author of the Master Guide to Form 1099 Compliance and numerous published articles. She served for many years prior to 2007 as Research Director of Balance Consulting, and chaired special training and advisory services provided to large organizations and academic and nonprofit institutions. She is a former member of the IRS Information Reporting Program Advisory Committee (IRPAC), where she served as Chair of the IRPAC Subcommittee on Small Business and Self-Employed (SBSE) tax issues. Earlier, Marianne served as a Research Attorney for the Michigan Court of Appeals.


Your webinar registration includes:

  • A downloadable link that allows you to watch the webinar at your convenience
  • Permission to distribute written materials to anyone listening at your location
  • FREE certificate of attendance for registrant with eligible continuing education credits
  • Email updates of breaking news
  • Subscriber discounts on future purchases

For additional lines at multiple locations, call our customer service department at 207-842-5557. All webinar registrations and recording orders must be prepaid.


Continuing education credits available!

APM_APSAP Certification
Receive 1.5 CEUs toward TAPN/IOFM APM, APS, or APD recertification! The Accounts Payable Certification Program is designed to establish standards for the profession and recognize accounts payable professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the accounts payable body of knowledge.


Cancellation policy:

To cancel your registration for this event, simply contact IOFM customer service at This email address is being protected from spambots. You need JavaScript enabled to view it. (or call 207-842-5671) no later than 24 hours prior to the scheduled start of the event. You can choose to access the full recorded event, or, your credit may be applied toward the purchase of any IOFM product or interactive event. If for any reason you are not completely satisfied with this program, we will provide a full refund — no questions asked!


For more information:

Contact: Liz Fallon
Phone: 207-842-5557
Email:  This email address is being protected from spambots. You need JavaScript enabled to view it.