Tuesday, December 7, 2021
Loading Events

« All Events

  • This event has passed.

IRS Information Reporting Rules Forms,Webinar

December 5, 2018 @ 10:00 am - 12:00 pm CST

Click Here for More Information

Taxpayer Identification Numbers – soliciting them, reporting issues, mismatches from the IRS and what to do (includes truncation options)

Backup withholding – "B" notices: what to do and when

1099 reporting – its many and various forms, from interest and dividend income, abandoned and foreclosed property, IRA distributions, debt cancellation, and miscellaneous reporting

1099-C Discharge of Debt rule

1098s – what amount is reportable here? How about points? What is a qualifying mortgage?

IRA reporting – 5498s and the 1099-R

Timing requirements for the various forms

Penalties for noncompliance and failure to file

Changes in reporting requirements for tax year 2017

The Foreign Account Tax Compliance Act (FATCA) – what it is and what you have to do about it