Dec 12

All About 1099 Reporting Part 2: Forms 1099-INT & 1099-MISC: Vendor Payments, Prizes & Interest on Deposit Accounts

Registration Options & Pricing

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Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 business days following Live date
  • Available for 6 months following Live
  • 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

Tuesday, December 12, 2017

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

All financial institutions are required to file numerous 1099-INT and 1099-MISC forms each year. Do you know when and how to correctly file these forms? For example, Form 1099-MISC must be filed if your institution awards a prize worth $600 or more, but Form 1099-INT must be filed if the prize is $10 or more and related to a deposit account. Form 1099-MISC must be filed when your institution pays a vendor $600 or more per year, but there are exceptions if the vendor is a certain type of legal entity. Join us to learn how, when, and what to report on Form 1099-INT and Form 1099-MISC. The new 2017 Forms 1099-INT and 1099-MISC will be reviewed line-by-line.

Continuing Education: Attendance verification for CE credits upon request


  • What to report, when to file, and penalties for not filing properly
  • Line-by-line review of Form 1099-INT (Interest Income)
  • What to do if an item or gift is given to an accountholder
  • How to determine what constitutes reportable interest
  • Line-by-line review of Form 1099-MISC (Miscellaneous Income)
  • How to determine which vendors you must report

    • New 2017 Forms 1099-INT and 1099-MISC and the official IRS instructions
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key


"All About 1099 Reporting Part 1:
Forms 1099-A & 1099-C: Foreclosures, Repossessions & Debt Settlements "

Tuesday, October 24, 2017


This informative session will be useful for all deposit operations staff, loan operations personnel, accounting clerks, tax personnel, accountants, management, compliance officers, and attorneys.

PLEASE NOTE: Program content is subject to copyright and intended for your individual financial institution’s use only.


Spencer Fane LLP
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