It’s time to prepare for IRS Form 1042-S filing, including changes in the form and filing instructions for these information returns which are due to the IRS March 15, 2019, to report certain payments made to foreign individuals and foreign entities in 2018.
Join us for up-to-the-minute information that will help you meet IRS filing requirements:
- Changes in boxes on the Form 1042-S (boxes moved; renumbered)
- Clarification of the most confusing Codes used on the form
- Steps to take before preparing your 1042-S forms
- Filing methods: electronic / paper
- Rules for substitute forms
- Rules for sending copies to the foreign payees
- What extensions are available to add 30 days for filing or furnishing recipient copies
- Steps to coordinate your 1042-S data with the required filing of IRS Form 1042
- Identify changes made by the IRS to Form 1042-S for Tax Year 2018
- Identify changes that may be needed in your internal procedures to prepare for accurate Form 1042-S filing
Marianne Couch, JD - Principal, Cokala Tax Information Reporting Solutions, LLC
Marianne Couch, JD, a Principal in the Cokala tax group since its founding early in 2007, is 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 and numerous published articles. She is a founding partner of Cokala. Previously, 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. She also formerly served as the executive director of the National Association of Form 1099 Filers, Inc.
Marianne was an appointee for three years to the IRS 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.
To cancel your registration for this event, simply contact IOFM customer service at [email protected] (or call 207-842-5557) 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 Customer Service:
Phone: (207) 842-5557
Email: [email protected]