Pave the way for a successful Form 1099 filing season, fewer 1099 corrections and less exposure to errors and penalties, with the timely information you’ll learn as we present a comprehensive Year-end Checklist:
- Are the necessary review, preparation, and filing tasks clearly defined and responsibilities assigned?
- Does your calendar of 1099 reporting tasks need to be updated?
- Has your system captured all of the information required on this year’s 1099 forms?
- Have you implemented a cutoff date for 2019 payments?
- Is your schedule adjusted for the elimination of extensions of time to file Form 1099-MISC for nonemployee compensation?
- Are you prepared to meet the deadlines for mailing or electronically furnishing 1099 statements to payees?
- Which IRS due dates for filing do you conform to: January 31? March 2? 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?
- How do you handle reporting when data is in multiple systems within your organization?
- Do you need to coordinate with data from other 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, and if so do you have a regulatory requirement for solicitation before December 31?
- Identify best practices for preparing and filing 2019 Forms 1099-MISC
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.
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