On-demand Webinar: Form 1099 Best Practices: Start the Year with Strong Compliance for 2022 Filings and 2023 Anticipated Changes

This timely training program for Form 1099 information return compliance will help you keep on track for compliance with the upcoming filings of 2022 Forms 1099 and procedures to build year-long compliance in 2023 with requirements to identify reportable payments, solicit tax ID numbers and backup withhold federal income tax when required. Webinar topics include:

• IRS filing due dates for each type of Form 1099
• Required or accepted methods of federal Form 1099 filing – including latest information on changes in IRS electronic filing
• Due dates for furnishing Form 1099 copies to payees
• Required or accepted methods of furnishing 1099 recipient copies
• How to claim or request extension of filing or furnishing due dates
• TIN solicitation requirements: initial, first annual, second annual
• Requirements to backup withhold tax from certain payments

Learning objectives:

• 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 to the IRS and/or furnish recipient copies.

Featured speaker:

Marianne Couch, JD - Principal, Cokala Tax Information Reporting Solutions, LLC

Marianne Couch, JD, a Principal in the Cokala Tax Group, is an advisor on U.S. federal information reporting compliance.  She is a frequent lecturer at major tax conferences and the author of numerous published articles. She served for many years as Research Director of an information reporting and withholding consultancy where she chaired special training and advisory services provided to large organizations and academic and nonprofit institutions. She was previously a member of the IRS Information Reporting Program Advisory Committee (IRPAC), where she served as Chair of the IRPAC Subcommittee on Small Business and Self-Employed (SBSE) tax issues.  In this capacity, she testified annually before the IRS Commissioner on issues of concern to the information reporting community.  Marianne has previously worked as a litigator for a large Michigan law firm, where she represented individuals and large clients in many types of civil actions, and formerly served as a Research Attorney for the Michigan Court of Appeals.

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. 

Accessibility Information:

IOFM is committed to accessibility. Disability-related accommodation requests for the live event (such as providing live captioning) should be sent to [email protected] by close of business the day before the live webinar. A captioned recording of this webinar can be made available upon request to [email protected].

Cancellation policy:

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]