Online 1-DAY CLASS: FORM 1099 and W-9 TAX COMPLIANCE TRAINING

from $440.00

Primary focus on IRS reporting compliance for Forms 1099-NEC and 1099-MISC; use of IRS Form W-9 and reliance on the W-9; including focus on how tax provisions of the recently passed H.R. 1 legislation (the “OBBBA”) affect your 1099 reporting requirements, with changes to the Form 1099-NEC reporting threshold and some Form 1099-MISC reportable thresholds, beginning with payments made in calendar year 2026; federal backup withholding required on certain payments; and handling IRS Notices CP2100 and 972CG; filing Form 945; electronic filing requirements and the IRS IRIS Portal and IRIS A2A systems and anticipated retirement of the FIRE system for tax year 2026.

Learning objectives:

  • Identify payments which must be reported to the IRS

  • Identify the reportable payee including when paying sole proprietors, LLCs or agents

  • Identify payments which require backup withholding and what to do with the 24% you withheld

Cokala’s 2025 LIVE ONLINE Form 1099 class runs from 11 a.m. to 5 p.m. Eastern time and is offered on:

  • Tuesday, October 14

  • Tuesday, November 18

Standard class fee $480, or $440 if registrant’s company is a Cokala tax technical advisory support subscriber.

Date:
Class Fee:

Primary focus on IRS reporting compliance for Forms 1099-NEC and 1099-MISC; use of IRS Form W-9 and reliance on the W-9; including focus on how tax provisions of the recently passed H.R. 1 legislation (the “OBBBA”) affect your 1099 reporting requirements, with changes to the Form 1099-NEC reporting threshold and some Form 1099-MISC reportable thresholds, beginning with payments made in calendar year 2026; federal backup withholding required on certain payments; and handling IRS Notices CP2100 and 972CG; filing Form 945; electronic filing requirements and the IRS IRIS Portal and IRIS A2A systems and anticipated retirement of the FIRE system for tax year 2026.

Learning objectives:

  • Identify payments which must be reported to the IRS

  • Identify the reportable payee including when paying sole proprietors, LLCs or agents

  • Identify payments which require backup withholding and what to do with the 24% you withheld

Cokala’s 2025 LIVE ONLINE Form 1099 class runs from 11 a.m. to 5 p.m. Eastern time and is offered on:

  • Tuesday, October 14

  • Tuesday, November 18

Standard class fee $480, or $440 if registrant’s company is a Cokala tax technical advisory support subscriber.