Form 1099 and 1042-S Essential Checklist for Successful Filing

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Thursday, January 16, 2020 | 2:00PM - 3:45PM Eastern Time

Join us for an information-packed presentation of IRS Form 1099-MISC and 1042-S tax information reporting essentials for your tax year 2019 payments (due dates in 2020) including:

  • Due dates for IRS 1099 filing: Identify which of your 1099 forms are due to the IRS by January 31; by February 28; by March 31; and which 1099 filing dates can be extended by 30 days
  • Special required procedure! which affects IRS filing of Forms 1099-MISC that report an amount in box 7 (nonemployee compensation)
  • Due date and permissible methods of furnishing Form 1099 statements (the payee copies of the 1099s you’re filing to the IRS)
  • Insightful summary of payments required to be reported on Form 1099-MISC
  • Due date for IRS Form 1042-S filing; due date for IRS Form 1042; required balancing between the 1042-S forms and 1042; how to extend the due dates
  • Essential summary of payments required to be reported on Form 1042-S

Learning objectives: 

  • Identify IRS filing dates and specific requirements and procedures in Form 1099 and 1042-S filing and furnishing for payments made in 2019.

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Featured speaker:

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!

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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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