Webinar Details
Course Description

With the recent updates to Forms 1099-MISC and 1099-NEC, the 1099 filing season has added a whole new layer of complexities. Whether you are new to the 1099 filing process or seeking an update, this course will help minimize 1099 filing mistakes while breaking down the toughest 1099 payee and reporting situations as part of an in depth box-by-box review of the revised Forms 1099-MISC and 1099-NEC.

In this webinar, 1099 expert Jason Dinesen (EA, LPA) will walk through common issues related to documenting, validating, and reporting payee information on IRS Forms 1099-MISC and 1099-NEC.  He will also explain best practices for addressing many of the common issues that come up on the new 1099 forms. 

Course Learning Objectives

  • Identify how to address Form 1099-NEC and MISC’s trickiest boxes.
  • Determine which boxes to report non-qualified deferred compensation.
  • Recognize W-9 document validation best practices with a focus on situations when multiple names are provided, handling undocumented payees, exempt organization payees, and IRS TIN Match Program best practices.
  • Identify categories of payees and payments that are both reportable and not reportable, plus identify service payments that also require the reporting of a related good.
  • Discover recent 1099 reporting changes including specific to forms 1099-NEC 1099-MISC.
  • Recognize how to identify the reportable payee when you pay sole proprietors, LLCs, payee's merged or bought by another, S-Corps, agents, or middlemen.
Learning Objectives
  • Please refer to the course description for the learning objectives.
Prerequisites
  • None
Who Should Attend

CPAs, Tax Professionals, Professionals Working with the Accounts Payable Function. 

Advanced Preparation

None

Presenter Details
  • Jason Dinesen
    • Presenter

    Jason Dinesen (EA, LPA) is a tax nerd, entrepreneur, tax expert and a well-known presenter of continuing education courses. 

    Known for his sharp tax interpretations, he is one of the quickest to bring the analysis of the latest tax updates and IRS guidance to the professional community. Jason has coached over 200,000 accounting, tax, and HR professionals on various topics of accounting, individual taxation, corporate taxation, professional ethics and much more.

    He has presented over dozens of webinars on Form 1099 (for 10 years on this subject!); marriage in the tax code; tax updates; the new Form W-4, payroll updates, filing status, tax credits, corporation and partnership taxation and other issues relating to the moder... Read more

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
IRS Approved
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa LLC is an IRS-approved continuing education provider. Provider #: KKRBE
Date & Time
Monday, September 30, 2024

12:00 PM EDT (see additional timezones)

CPE
  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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