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.   

2019 Form 1099 & 1042-S/FATCA compliance training:
Scroll down for dates and locations of Cokala classes in 2019
We also offer custom training; phone 734-629-5155 or write office@cokala.com for information.  

2019 Form W-4P published on IRS site February 4
Notice 2018-41 Transitional guidance for new information reporting under I.R.C. section 6050Y concerning
policy sales of life insurance contracts and certain payments under contracts that have been sold
Notice 2017-46 Financial institutions given phase-in and some changes in the requirement to obtain and
report foreign TINs and, for individual account holders, date of birth
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
email office@cokala.com
Cokala state tax withholding and reporting information service (on-line lookup tables):
For financial products, securities, retirement plans and IRAs  (group of 9 tables) log in at
https://www.cokala.com/state_tax_data_tables_financial_industry.html
For Form 1099-A, 1099-C and 1099-K state reporting information, log in at
https://www.cokala.com/state_tax_information_tables_1099-A_1099-C_1099-K.html
For Accounts Payable and P&C Claims (4 tables) log in at
https://www.cokala.com/state_tax_data_tables_accounts_payable.html
FORM 1099 and 1042-S/FATCA compliance training classes
2019 CLASS REGISTRATION FORM  (download PDF for on-screen fillable form)

2-DAY TRAINING on Form 1042-S Reportable Payments and Tax Withholding
Updated for 2019 including changes made by Regulations published in December 2018.  Covers all of the topics
taught in our 1-day basic 1042-S class for withholding-at-source and FATCA compliance, PLUS additional training
on income tax treaty benefits, reviewing W-8 series forms and Form 8233 for validity, and working through real-life
examples of payment situations and the related forms for beneficial owner status (or reliance on presumption rules),
federal income tax withholding and deposit, and preparation of Forms 1042-S and 1042 .  Attend this class at:
- Washington DC, July 31-August 1 at the Courtyard Dunn Loring Fairfax hotel, Vienna VA
- Detroit, September 12-13
- Boston, October 9-10 at the Residence Inn Boston-Cambridge hotel in Cambridge MA
- Dallas, October 23-24
- Phoenix, December 12-13 at the Courtyard Phoenix Airport hotel, Phoenix AZ

1-DAY Form 1099 and W-9 Tax Compliance Training for 2019
Updated for 2019 for changes in rules and instructions.  Covers the 2019 Form 1099 reporting requirements
(primary focus on Form 1099-MISC); federal backup withholding requirements applicable to certain 1099 reportable
payments; IRS Form W-9, its function, requirements, and validity; statements for recipients; and IRS filing of Forms
1099 and the withholding reconciliation Form 945 (filing due dates and methods for 2019) |
Attend this Form 1099 class at the following locations (you may combine 1-day Form 1099 class with Form 1042-S
training at some locations; ask for information at 734-358-7875 or email office@cokala.com)
- Cleveland, September 9 at the Courtyard Cleveland Airport North hotel, North Olmsted OH
- Detroit, September 11
- Raleigh-Durham, September 23 at the Courtyard Raleigh-Durham Airport/Morrisville hotel, Morrisville NC
- Birmingham AL, September 26
- Boston, October 8 at the Residence Inn Boston-Cambridge hotel in Cambridge MA
- Dallas, October 22
- Dallas, October 25 (same class on each of these days in Dallas; choose your date)
- Seattle, November 5 at the Courtyard Marriott Seattle Sea-Tac hotel in Tukwila WA
- San Francisco, November 7
- Chicago, December 2 at the Courtyard O'Hare hotel, Des Plaines IL
- Cincinnati, December 5 at the Residence Inn Cincinnati Airport hotel, Erlanger KY
- Phoenix, December 11 at the Courtyard Phoenix Airport hotel, Phoenix AZ

1-DAY Form 1042-S / FATCA / Forms W-8 Tax Compliance Training for 2019
Updated for 2019 including changes made by Regulations published in December 2018.  Basic tax compliance
training for withholding U.S. tax, and reporting on IRS Form 1042-S, for payments to foreign entities and foreign
individuals, under the requirements of Internal Revenue Code chapter 3 ("withholding at source" on U.S-sourced
income payments) and chapter 4 ("FATCA" requirements of the Foreign Accounts Tax Compliance Act).  You may
combine 1-day Form 1042-S training with Form 1099 class  at some locations; more information is available by
calling 734-358-7875 or emailing office@cokala.com.  Attend this class in:
- Cleveland, September 10 at the Courtyard Cleveland Airport North hotel, North Olmsted OH
- Raleigh-Durham, September 24 at the Raleigh-Durham Airport/Morrisville hotel, Morrisville NC
- Birmingham AL, September 27
- San Francisco, November 8
- Chicago, December 3 at the Courtyard O'Hare hotel, Des Plaines IL
- Cincinnati, December 6 at the Residence Inn Cincinnati Airport hotel, Erlanger KY                  

LOCATION INFORMATION
ABOUT 1099 training class    
ABOUT 2-day 1042-S/FATCA training class       
ABOUT 1042-S/FATCA training 1-day class