Compliance Principles

Compliance Principles

New Form 1099 Reporting Requirements: 2024 Compliance Update

1099s report payments made to non-employee service providers, as well as payments to suppliers and other entities you do business with. Think of your own organization:

Can you name all the types of service providers you use?

Do you know which payments are reportable on 1099s, and the minimum amounts you must pay before they are reportable?

There is a new 1099-k threshold for tax year 2023 that was slated for 2022. The IRS delayed implementation due to the uproar. The 1099-k will now require third party payment processors like Venmo, PayPal, Google-Pay and Apple-Pay to report all payments over 600 made to you and me. This is down from the previous threshold of $20,000. Needless to say, this new check and balance will require most individual taxpayers, and any companies who use these services, to monitor all payments from all sources, and make sure that they are reported.

Note that these payments were always reportable as taxable income. The difference is the IRS will know exactly who paid you and how much. They are now reporting same as the W2, 1099-NEC and other 1099s. Attend this live webinar to find out exactly what this means for your business.

Session Highlights:
  • How to develop an efficient Form 1099 reporting process
  • Best practice to minimize penalties using proper policies and procedures that work under new rules
  • How to determine if a worker is an independent contractor or an employee
  • Form 1099 relationship to B-Notices (CP2100) and TIN Penalty Assessments (972) and much more…
Why should you attend?

There are 16 different types of 1099s the IRS requires you to report certain payments on. DO you know when to use them, and what payments go where on each form? Do you know what kinds of workers can be considered independent contractors? If you mistakenly classify employees as I/Cs, and the mistakes are caught in an audit, the back tax liability can be devastating. You cannot afford to only grasp the basics.

Learn the ins and outs of 1099 filing requirements in this must-attend session. In this webinar we discuss:

  • An overview of new 1099 Forms
  • Latest Form 1099-NEC, 1099-MISC, 1099k, and any changes to other 1099 form reporting requirements with specifics .
  • How to know when and what to report
  • Step-by-step review of Form 1099 reporting mechanics
  • Online reporting trends, and how to report online

Who should attend?

  • HR Managers
  • Payroll Managers
  • A/P Managers
  • A/P staff
  • Finance Executives
  • Tax Professionals
  • Accounts Payable and Finance Department Staff
  • Third party payment settlement and processing agencies

Speaker

 

Mark Schwartz is an employment tax specialist and has over 15 years of employment tax experience as an independent consultant and as a payroll tax auditor with the State of California. He has managed an audit caseload of 20 ongoing audits, from small home-based businesses to large multi-national corporations. He is expert at defining regulatory and statutory requirements from local, State and Federal government agencies; and helping the average businessperson understand what that mean to their business. He has processed weekly and bi-weekly payroll checks plus tax forms for businesses with hourly as well as exempt workers, multistate operations and a wide variety of benefits. Mr. Schwartz provides consulting services encompassing payroll processing and payroll tax issues. These include payroll tax minimization, payroll tax compliance reviews, independent contractor studies, use of electronic transfers, deductions, benefits, etc. Markhas represented both clients and the State in front of the State Appeals Board.

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Date: November 13, 2024

Time: 01:00 PM ET

Duration: 90 minutes

Speaker: Mark Schwartz

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