This 90-minute Form 1099 due diligence webinar covers updates to Form 1099-MISC, reporting rules for different payments and payees, and filing, withholding and reporting requirements. It explains changes to filing due dates and the safe harbor rules for de minimis dollar errors.
You'll work through Form 1099-MISC, SSNs, TINs and EINs, W-9 procedures, TIN solicitation and verification, the IRS TIN Matching program, backup withholding, and B notices, including when to issue them and how to follow up.
The session also covers penalty provisions and exceptions, how to establish reasonable cause, common errors and how to correct them, payment card rules, and how to document whether an independent contractor is reportable.
The IRS has changed reporting, error correction and due date rules, and penalties have gone up. Practitioners must know which form to use, filing deadlines, how to keep data accurate, when to correct errors, when backup withholding applies and which due diligence steps protect an issuer even when forms contain errors.
It suits CPAs, EAs, attorneys, AP, tax, HR and accounting staff, CFOs, controllers, purchasing managers and business owners.
The IRS has changed reporting, error correction and due date rules, and penalties have gone up. Practitioners must know which form to use, filing deadlines, how to keep data accurate, when to correct errors, when backup withholding applies and which due diligence steps protect an issuer even when forms contain errors.
It suits CPAs, EAs, attorneys, AP, tax, HR and accounting staff, CFOs, controllers, purchasing managers and business owners.
Patrick Haggerty
Patrick Haggerty is a tax practitioner, author, and educator. His work experience includes non-profit organization management, banking, manufacturing accounting, and tax practice. He began teaching accounting at the college level in 1988. He is licensed as an Enrolled Agent by the U. S. Treasury to represent taxpayers at all administrative levels of the IRS and is a Certified Management Accountant. He has written numerous articles and a monthly question and answer column for payroll publications. In addition, he regularly develops and presents webinars and presentations on a variety of topics including Payroll tax issues, FLSA compliance, information returns, and accounting.
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