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Forms 1099 & W-9 Update – Current Year IRS Filing Requirement

Summary

  • New 2019 Form 1099 due dates
  • Line by line completion of Form W-9
  • Why review of completed W-9 Forms is important
  • Most common mistakes on W-9 and 1099
  • Matching names and TINs against IRS TIN matching program 
  • Why using IRS TIN matching is important.
  • Tips for avoiding IRS Notices and Penalties

Overview

A properly completed Form W-9 will ensure accuracy on Forms 1099. The webinar will cover a line by line review of Form W-9’s, who should receive a W-9, and hints on reviewing W-9s for accuracy. These steps will lead to the accuracy of information flowing to the Form 1099. 

Who should attend?

  • CPA, EA, ATTORNEY
  • Tax Department Managers & Staff
  • Corporate Tax Department Personnel
  • Corporate Controller’s Personnel
  • Accounts Payable Personnel
  • Accounting Firm Personnel
  • Legal Firm Personnel
  • Trust Department Personnel
  • Non-Profit Tax Personnel 
  • Payroll Managers
  • Construction Managers

Gina J. Lowdermilk

Expert

Dr. Gina J. Lowdermilk,PhD (ABD), CAMS, CRMS is a highly experienced and educated BSA/AML and Financial Regulatory Compliance professional with extensive policy and procedure development and implementation, training, internal audit, monitoring, risk management, and reporting experience. Her emphasis has been working with financial institutions that are experiencing regulatory concerns and resolutions, including enforcement actions such as memorandums of understanding and cease and desist orders. Her 15 years of experience has given her the opportunity to work from small community banks to large, international financial institutions. Her roles not only included BSA/AML and Compliance, but also operations, lending services, business development, marketing, management, department development, and asset quality.

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