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.

Form 1099 and 1042-S/FATCA compliance training:  see below for Fall class dates and locations

Form 1098-T: No incorrect TIN penalty notices will be issued for 2013 and 2014 tax years, and tax year
2012 penalties all given abatement.  See complete IRS
announcement of penalty waiver.  (August 28)

Form 1042-S draft for 2016 reporting shows many data items will move to a new location or box number,
and for tax treaty claims a new code is required to indicate the Limitation on Benefits category qualification
of the beneficial owner of the income.  See the form at
http://www.irs.gov/pub/irs-dft/f1042s--dft.pdf

Publication 1187, specifications for efiling 2015
Forms 1042-S released August 13

2015 draft Forms: See new
1095-C and 1094-C for employers.
See new
1095-B for insurance issuers.   
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)

Fall 2015 COKALA classes, Form 1099 and Form 1042-S/FATCA compliance training
Register now at 40-day advance payment discount for these full-day classes taught by Marianne Couch, JD
Form 1099 and W-9 tax compliance for 2015
Form 1042-S / Forms W-8 / FATCA tax compliance for 2015
Class Locations:
Charlotte NC, Form 1099 class Dec. 8; Form 1042-S/FATCA class Dec. 9, at the Courtyard Charlotte Airport
hotel, 2700 Little Rock Road (returning attendees, note this is a different location than 2014)
Chicago, Form 1099 class Sept. 22; Form 1042-S/FATCA class Sept. 23, at the Courtyard Chicago O'Hare
hotel, 2950 South River Road, Des Plaines
Dallas, Form 1099 class Oct. 8; Form 1042-S/FATCA class Oct. 9, at the DFW Airport Marriott hotel, 8440
Freeport Parkway
Detroit, Form 1099 class Nov. 16; Form 1042-S/FATCA class Nov. 17, at the Marriott Detroit Livonia hotel,
17100 N. Laurel Park Drive (returning attendees, note the 2015 classes are at the Marriott hotel, not the
Courtyard Marriott next door where last year's class was held)
Manchester NH, Form 1099 class Dec. 10; Form 1042-S/FATCA class Dec. 11, at the Courtyard
Manchester-Boston Regional Airport hotel, 700 Huse Road, Manchester, New Hampshire
Minneapolis, Form 1099 class Sept. 24; Form 1042-S/FATCA class Sept. 25, at the Courtyard Minneapolis
Bloomington hotel, 7800 Bloomington Avenue South
Orlando, Form 1099 class Nov. 19; Form 1042-S/FATCA class Nov. 20, at the Courtyard Orlando Airport hotel,
7155 North Frontage Road
St. Louis, Form 1099 class Oct. 6; Form 1042-S/FATCA class Oct. 7, at the Courtyard St. Louis Airport Earth
City hotel, 3101 Rider Trail South
San Jose CA, Form 1099 class Oct. 22; Form 1042-S/FATCA class Oct. 23, at the Courtyard San Jose Airport
hotel, 1727 Technology Drive
Seattle, Form 1099 class Oct. 20; Form 1042-S/FATCA class Oct. 21, at the Courtyard Seattle Southcenter
hotel, 400 Andover Park West, Tukwila