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.
Publication 1220 for 2016 efiling: Specifications for Forms 1097, 1098, 1099, 3921, 3922, 5498, W-2G
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 for certifications from foreign entities; accept only the new form beginning Nov. 1.
See new Form W-8BEN-E (rev. April 2016) and Instructions for Form W-8BEN-E (rev. April 2016). Major
change: entity must specify the Limitation on Benefits provision that applies to a treaty claim.
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 (required) and Limitation on Benefits
code number (required for tax treaty claims). See 2016 Instructions for Form 1042-S.
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 firstname.lastname@example.org
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
FORM 1099 and 1042-S/FATCA compliance training classes for 2016 September - December
ABOUT 1099 training class for 2016 ABOUT 1042-S/FATCA training class for 2016
Fall 2016 public classes with space still available are:
CHARLOTTE: 1099 on Thur. Dec. 1; 1042-S on Fri. Dec. 2; at the Courtyard Charlotte Airport hotel,
2700 Little Rock Road
DALLAS: 1099 on Thur Oct. 6; 1042-S on Fri. Oct. 7; at the DFW Airport Marriott hotel, 8440
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
Additional information about class locations
Cokala conference participation: Attend a training class or an educational presentation with
Marianne Couch, JD, of Cokala as part of the Accounts Payable and Procure-to-Pay Conference in
Las Vegas October 24-27. For information see http://www.iofm.com/conference-fall/