On-demand Webinar: Understanding and Using Form W-9 in the Form 1099 Compliance Process

A NEW compliance training presentation. Learn the requirements for Form W-9 solicitations, how to review a payee’s W-9 to correctly determine whether the payee is reportable on Form 1099 or an exemption recipient, what name to use on the Form 1099, and whether the W-9 shows elements that make it unreliable.

• When must you have a Form W-9 from a payee?
• How long is it valid?
• What is an LLC, why are there variations in LLC status and what do they mean for Form 1099 reporting?
• How can you tell if a payee is Exempt from being reported?
• When can you omit obtaining a Form W-9?
• What makes a W-9 acceptable?
• What are the signs of a W-9 you cannot rely on?

Learning objectives: Solicit IRS Form W-9 from payees according to IRS requirements, and review Forms W-9 for required information or signs of unreliability.

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!

 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:

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Phone: (207) 842-5557

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