Your Form 1099, 1042-S and W-2 Answer People
COKALA is an advisory services firm offering experienced and practical help in compliance with tax
regulatory requirements 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.    

NEW Form W-8BEN-E issued by IRS for certifications from foreign entities.  See Form W-8BEN-E (rev.
April 2016) and
Instructions for Form W-8BEN-E (rev. April 2016).  Cokala clients, see discussion in Cokala
bulletins.  A major change is specifying the Limitation on Benefits provision applicable to treaty claims.      

Form 1042-S for 2016: Changes include Unique Identifying Number (required) and Limitation on Benefits
code number (required for tax treaty claims).  See new
2016 Instructions for Form 1042-S.

Due dates extended for 2015 Forms 1095-B, 1095-C:  
IRS Notice 2016-04 (December 28)

Form 1099 and 1042-S/FATCA compliance training:
See below
for our 2016 schedule of public classes.
If you need training sooner than our 2016 classes
begin, we offer custom training by private webinar.  
For information about custom webinars contact
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
T:  734.629.5155
F:  734.428.0702
or send email to
Cokala state tax withholding and reporting data services (on-line lookup tables):
For financial products, securities, and retirement plans tax operations  (complete group of 12 tables)

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

For Accounts Payable tax operations  (5 tables, for corporate Accounts Payable and P&C Claims)
NEWS for tax reporting compliance
FORM 1099 and 1042-S/FATCA compliance training classes for 2016
ABOUT 1099 training class for 2016               ABOUT 1042-S/FATCA training class for 2016
CHARLOTTE: 1099 on Thur. Dec. 1; 1042-S on Fri. Dec. 2; at the Courtyard Charlotte Airport hotel,
2700 Little Rock Road
CHICAGO:  1099 on Mon. Sept. 19; 1042-S on Tue. Sept. 20; at the Courtyard O'Hare hotel, 2950
South River Road, Des Plaines
CLEVELAND: 1099 on Wed. Sept. 28; 1042-S on Thur. Sept. 29; at the Courtyard Cleveland Airport
North hotel, 24901 Country Club Boulevard, North Olmsted
DALLAS: 1099 on Thur Oct. 6; 1042-S on Fri. Oct. 7; at the DFW Airport Marriott hotel, 8440
Freeport Parkway
DETROIT: 1099 on Mon. Sept. 26; 1042-S on Tue. Sept. 27; at the Marriott Livonia hotel, Six Mile at
Laurel Park Place
DISTRICT of COLUMBIA (suburban): 1099 on Tue. Nov. 29; 1042-S on Wed. Nov. 30; at the
Courtyard Dunn Loring Fairfax hotel
ORLANDO: 1099 on Mon. Oct. 3; 1042-S on Tue. Oct. 4; at the Courtyard Orlando Airport hotel
SAN JOSE: 1099 on Thur. Oct. 20; 1042-S on Fri. Oct. 21; at the Courtyard San Jose Airport hotel,
1727 Technology Drive
SEATTLE: 1099 on Mon. Oct. 17; 1042-S on Tue. Oct. 18; at the Courtyard Seattle Southcenter hotel,
400 Andover Park West
ST. LOUIS: 1099 on Thur. Sept. 22; 1042-S on Fri. Sept. 23; at the Courtyard St. Louis Airport (Earth
City) hotel, 3103 Rider Trail South  
Additional information about class locations
Cokala conference participation:  Attend a training class or an educational presentation with
Mariannce Couch, JD, of Cokala as part of the Accounts Payable and Procure-to-Pay Conference in
Orlando May 23-25.  For information see