Your Form 1099, 1042-S and W-2 Answer People
COKALA is an advisory services firm offering experienced and practical help for tax regulatory compliance
for 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.
Form 1099-C: New Regulations remove 36-month non-payment testing rule
Publication 1220 for 2016 efiling: Specifications for Forms 1097, 1098, 1099, 3921, 3922, 5498, W-2G
Publication 1187 for 2016 efiling: Specifications for Form 1042-S
Form 1095-B: New proposed Regulations contain TIN solicitation rules unique to Sec. 6055 reporting.
Form 1098-T: New proposed Regulations require reporting of additional information and more students.
NEW Form W-8BEN-E
Form W-8BEN-E (rev. April 2016) and Instructions for Form W-8BEN-E (rev. April 2016). Major change:
entity must specify Limitation on Benefits provision applicable to a tax treaty claim of reduced withholding
NEW Form W-8EXP; implement by March 2017. See new Form W-8EXP (rev. September 2016).
NEW Form W-8IMY; implement by March 2017. See new Form W-8IMY (rev. September 2016)
Form 1042-S for 2016: Changes include Unique Identifying Number and LOB code for entity treaty claims
Form 1099 and 1042-S/FATCA compliance training:
See below for our 2016 schedule of public classes.
We also offer custom training by private webinar or at your location.
For information, contact email@example.com
When you are served by the COKALA group, you enjoy the benefits of working with experienced, professional and
friendly people with decades of experience in tax withholding and reporting compliance ... who understand and can
help you navigate the difficulties of complying with federal and state regulations ... 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
or send email to