It’s January 2022. Do you know the IRS filing deadline for each type of Form 1099 (or 1042-S) your organization is required to file?
Do you know which forms are eligible for easy “automatic” extension of IRS filing due date – and how to claim these extensions?
Do you know which are excluded from “automatic” extension, but might be granted a filing extension if certain hardship circumstances can be shown – and how to communicate with the IRS about this?
Do you know the special procedure for requesting additional time to prepare and furnish the required information return copies to payees and other reportable persons?
Do you have procedures in place for best handling of situations in which a filing or furnishing deadline has been missed?
This new and timely training program for information return compliance will help you with all of these important deadline issues and procedures.
- Correctly identify the IRS filing deadline for the types of Form 1099 information returns your organization files
- Correctly identify the deadline date for providing “Recipient” copies of 1099 forms
- Prepare the correct IRS form or official letter request for additional time to file information returns or furnish recipient copies.
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.
Continuing education credits available!
Continuing Education for IOFM Certification
Receive 2 CEUs toward maintaining a certification with IOFM! IOFM's premier certification programs are designed to establish standards for the industry and recognize financial operations professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the body of knowledge in their profession. Additional rules may apply, depending on your certification. See full guidelines here.
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