Your Year-end Checklist for IRS Form 1099 Filing Compliance

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Thursday, December 9, 2021 | 2:00PM - 3:45PM Eastern Time

Learn up-to-the-minute information about changes in IRS Form 1099 filing for 2021 plus the best practices and compliance action calendar for dramatically reduced exposure to errors and penalty assessments against your organization.

  • IRS changes in the electronic filing mandate for 1099s
  • New box on the 2021 Form 1099-NEC
  • Specific due dates; know where extensions are and are not available
  • Your calendar for year-end preparation and 1099 production: Best practices for payment cutoff, statement furnishing and IRS filing
  • Essential data capture and coding: Has your system captured all of the information required on this year’s 1099 forms – Form 1099-MISC, Form 1099-NEC and any additional Forms 1099 you’re required to file?
  • Special demands: Reporting for acquired or consolidated entities; complying with any unmet tax ID number solicitation regulations before year-end

 Learning objective:  Identify best practices for preparing and filing 2020 Forms 1099-NEC and 1099-MISC.

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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.


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