Prepare for a successful Form 1099 filing season – fewer 1099 corrections – and less exposure to errors and IRS penalties – with the timely information you’ll receive in this presentation of the comprehensive Year-end Form 1099 Checklist covering these essential compliance tasks and updates:
- Does your calendar of 1099 reporting tasks need to be updated?
- Has your system captured all of the information required on 2023 Forms 1099?
- Cutoff date for 2023 payments
- Confirming that your system supports IRS changes for 2023
- Checking for missing TINs that create risk of noncompliance and tax withholding
- Correct 1099 reporting after merger or acquisition of business units
- Due dates for recipient statements and IRS filing
- Identify best practices for preparing and filing 2023 Forms 1099
- Incorporate changes resulting from tax regulations and IRS form or instruction updates
Marianne Couch, JD - Principal, Cokala Tax Information Reporting Solutions, LLC
Marianne Couch, JD, a Principal in the Cokala Tax Group, is an advisor on U.S. federal information reporting compliance. She is a frequent lecturer at major tax conferences and the author of numerous published articles. She served for many years as Research Director of an information reporting and withholding consultancy where she chaired special training and advisory services provided to large organizations and academic and nonprofit institutions. She was previously a 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. In this capacity, she testified annually before the IRS Commissioner on issues of concern to the information reporting community. Marianne has previously worked as a litigator for a large Michigan law firm, where she represented individuals and large clients in many types of civil actions, and formerly served as a Research Attorney for the Michigan Court of Appeals.
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