Sunday, January 24, 2021
Loading Events

« All Events

  • This event has passed.

W-9 Deposit Account Set Up and Interest Reporting—B Notices , Webinar

January 29, 2020 @ 1:30 pm - 3:30 pm CST

Click Here for More Information

Covered Topics

  • Line by line review of the W-9
  • How simple errors in account set up can cause you IRS reporting problems
  • What happens when name and TIN do not match? B notices and fines
  • How does the IRS set up name control files?
  • What happens when your customer’s name changes
  • What is difference in SSN, EIN and ITIN?
  • What is a disregarded entity?
  • How do trusts report? Revocable and Irrevocable?
  • Husband and Wife on an LLC
  • Why there are four different options for an LLC
  • Can you use an SSN for an estate or nonprofit organization
  • What are the exemption codes for corporations, public funds, IRAs? 
  • IRS reporting on the 1099 Int