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
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 class dates and locations

1095 series forms and instructions for reporting by health insurance providers and employers: final forms
and instructions released February 8; see them all by searching "1095" at

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".

Final regulations permit TIN truncation of
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
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 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)

Form 1042-S, FATCA and 1099 Tax Regulatory Compliance Boot Camp at 2 locations
These full-day classes will be taught by Marianne Couch, JD, Principal, Cokala Tax Group
Houston, Thursday March 12, at the Houston Airport Marriott
Boston, Wednesday March 18, at PRI-MED training center, 111 Huntington Avenue (Back Bay)

Fall 2015 COKALA classes, Form 1099 and Form 1042-S/FATCA compliance training
Early registration at discounted rates will open soon for these full-day classes taught by Marianne Couch, JD
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. 16; 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