Tuesday
Nov 10
2020

IRS Reporting Essentials: Form 1099 & Beyond

Registration Options & Pricing

Please select your membership status.


Live Webinar Includes

  • Unlimited Connections to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Presenter’s Contact Info for Follow-Up

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Can be viewed anytime 24/7, beginning 2 business days after the webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your credit union
  • Presenter’s contact info for follow-up
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10:00 am – 11:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

Year-end predictably brings IRS reporting requirements and deadlines. This timely topic will ensure you can successfully navigate the necessary IRS forms, procedures, and hazards. Now’s the time to learn the best practices for compliance and efficiency.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Comply with COVID-related IRS guidance
  • Reference guidelines for determining reporting requirements
  • Understand backup withholding issues
  • Obtain taxpayer identification numbers (TINs)
  • Navigate IRS forms, procedures, and landmines, including
    • 1098
    • 1099-A & C
    • 1099-INT
    • 1099-MISC
    • 1099-R
    • 1042
  • Meet reporting deadlines
  • Use best practices

WEBINAR DETAILS

IRS reporting responsibilities continue – even during a pandemic. Borrowers need to know you are complying with all the applicable rules and timelines in this essential operations area. As the end of this tax year approaches, ensure you understand all the guidelines, deadlines, and forms that affect your institution’s IRS reporting requirements.

Whether it is reporting interest earned on deposit accounts or paid on real estate loans, mandatory minimum distributions on IRAs, contractor payments, or declaring a debt canceled, the IRS expects your institution to get it right every time. But what impact do changes in staff, management, business lines, or core processing systems have on your ability to comply with these technical requirements? Is there a way you can save time, effort, and headaches within your IRS reporting compliance program? Can you leverage your data processing system to save time and effort? Join us to learn about the world of IRS reporting and best practices for compliance and efficiency.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This informative session is designed for executives, senior management, compliance staff, lenders, internal auditors, operations staff, and anyone involved with IRS requirements.

TAKE-AWAY TOOLKIT

  • IRS guidance
  • Employee training log
  • Interactive quiz

 

NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

MEET THE PRESENTER

Reed & Jolly, PLLC
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