Review and implement best practices for a successful Form 1099 filing season, fewer 1099 corrections and much lower exposure to costly penalties, with the timely information you’ll take away from this comprehensive Year-end Checklist presentation:
- Have you identified all of the 1099 types your organization will be required to file?
- Has your system captured all of the information required on 2022 Forms 1099?
- Is your schedule adjusted for the elimination of filing extensions for Form 1099-NEC reporting nonemployee compensation?
- Are you fully prepared to meet the January 31 deadline for mailing or electronically furnishing 1099 statements to payees?
- Which IRS due dates for filing are you required to meet: January 31? February 28? March 31? Which of these can you extend; how is extension accomplished; what does the IRS require to enable an extension of time to file?
- What rules apply when data is in multiple systems within your organization?
- How must you coordinate with data from any entities acquired during the year?
- What should you do with payees that changed their name or their company’s status during the year?
- Are there missing TINs in your 1099 reportable data (penalty exposure!) and if so do you have a regulatory requirement to make a new TIN solicitation before the end of December?
- Identify best practices for preparing and filing 2022 Forms 1099-NEC, 1099-MISC and other 1099s required for payments made through Accounts Payable
Marianne Couch, JD - Principal, Cokala Tax Information Reporting Solutions, LLC
Marianne Couch, JD, is a Principal in the Cokala tax group and an experienced and well-known 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, The Master Guide to Form 1042-S Compliance and numerous published articles. Prior to co-founding Cokala in 2007, she was for many years the Research Director of the tax reporting specialty firm Balance Consulting, and chaired special training and advisory services provided to large organizations and academic and nonprofit institutions.
Marianne was an appointee for three years to the IRS Commissioner’s Information Reporting Program Advisory Committee (IRPAC), where she was Chair of the IRPAC Subcommittee on Small Business and Self-Employed (SBSE) tax issues.
Marianne formerly served as a Research Attorney for the Michigan Court of Appeals, and earlier as a litigator for a large Michigan law firm, where she represented individuals and large clients in many types of civil actions. She received her JD, cum laude, from the Michigan State University School of Law, and is a member of the State Bar of Michigan.
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