Your Form 1099, 1042-S and W-2 Answer People
COKALA is an advisory services firm offering experienced, efficient and practical help in meeting your
obligations for tax withholding, payee documentation, tax information reporting, and related issues of Forms
W-9, W-8, W-2, 1099, 1098, 5498, 945, 941, 1042, 1042-S, and state reporting.  We can support you
"on
call" with a subscription for custom question-and-answer service plus weekly federal and state tax updates,
or call us in for
special projects.

NEW:  Changes in Form W-8BEN-E Instructions (October 16, 2014)
       
Changes in Instructions for the Requester of Forms W-8 (October 15, 2014)
These changes do not appear in the Instructions the IRS provides on its "Forms and Publications" webpage.
Use this updated information
in addition to or in place of parts of Instructions posted on "Forms and Pubs".

Pension plan dollar-amount limitations for 2015 (October 23, 2014)

Notice 2014-59, Modified applicability dates of certain provisions of the temporary harmonization
regulations under IRC sections 3 and 61 (October 10, 2014)

Final regulations permit TIN truncation of
SSNs, ITINs,
and EINs.  TD 9675 (July 15, 2014)
When you are served by the COKALA group, you enjoy the benefits of working with experienced, professional and
friendly people ... who have over 50 years of combined experience ... who understand and can help you navigate the
difficulties of complying with federal and state regulations ... with the responsiveness of a smaller firm, combined with
the highest level of expertise, and the ability to help you integrate tax regulatory compliance into practical operational
solutions.
COKALA Tax Information
Reporting Solutions, LLC
Please contact us to learn how we can help you:
COKALA Tax Information Reporting Solutions, LLC
P.O. Box 2224
Ann Arbor MI  48106
T:  734.629.5155
F:  734.428.0702
or send email to
office@cokala.com
Cokala state tax withholding and reporting data services (on-line lookup tables):
For financial products, securities, and retirement plans tax operations  (complete group of 10 tables)

For Form 1099-A, 1099-C and 1099-K state reporting information

For Accounts Payable tax operations  (4 tables, for corporate Accounts Payable and P&C Claims)

Tax Regulation Boot Camp, Atlanta, Thursday November 13
Form 1042-S and FATCA compliance plus a Form 10999-MISC update for 2014
One-day class taught by Marianne Couch, JD, of Cokala

Form 1099 Tax Reporting Compliance for 2014 - 1-day training program
October 21, 2014 (Tuesday):  San Jose CA (at the Courtyard San Jose Airport hotel)
October 23, 2014 (Thursday):  Los Angeles (at the Courtyard LAX hotel)
November 18, 2014 (Tuesday):  Boston (at the Courtyard Cambridge hotel)
December 3, 2014 (Wednesday):  Charlotte NC (at the Courtyard University Research Park hotel)
REGISTER FOR FORM 1099 CLASS

Class location information   (1099 and 1042-S/FATCA classes are at the same location on consecutive days)

Form 1042-S and FATCA Basic Tax Reporting Compliance for 2014 - 1-day training program
October 22, 2014 (Wednesday):  San Jose CA (at the Courtyard San Jose Airport hotel)
October 24, 2014 (Friday):  Los Angeles (at the Courtyard LAX hotel)
November 19, 2014 (Wednesday):  Boston (at the Courtyard Cambridge hotel)
December 4, 2014 (Thursday):  Charlotte NC (at the Courtyard University Research Park hotel)
REGISTER FOR FORM 1042-S/FATCA CLASS


Books:
Master Guide to Form 1099 Compliance 2014 Edition, Marianne Couch, JD