Understand Reshape Form 1099 Reporting Thresholds And Tax Law Impact Under The OBBBA

  • 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | Duration: 120 Minutes
  • Credit: IRS Credits: 2 | NASBA Credits: 2| Product Code: WEB00373
Contact Person Jason-Dinesen-EA
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Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar

The Big Beautiful Bill (BBB) is poised to dramatically reshape Form 1099 reporting—most notably, by eliminating the long-standing $600 reporting threshold. This change, coupled with increasing IRS scrutiny, will have wide-reaching implications for accountants, AP professionals, and business owners alike.

Form 1099-MISC Reporting of Rents, Royalties, Medical Service Providers, Fringe Benefits, Expense Reimbursements, and Board Members is the course that will help you understand what to do in some of the trickiest reporting situations you will face. In one information packed course you’ll gain a broad understanding of handling complex 1099 issues, with special focus on those related to the Form 1099-MISC. You’ll learn the key elements needed to comply with IRS requirements and discover how best to respond to the IRS.

Learning Objectives:

  • Evaluate when a payment is reportable on Form 1099 under current and proposed rules.
  • Apply due diligence procedures for soliciting, reviewing, and maintaining Form W-9s.
  • Determine when backup withholding is mandatory and how to calculate, deposit, and report it.
  • Implement proper procedures for handling CP-2100 letters and differentiating first vs. second B Notices.
  • Recognize common Form 1099 errors and apply best practices to prevent compliance failures.
  • Develop reasonable cause defenses for late, missing, or inaccurate filings.
  • Prepare for future reporting obligations under the BBB, including the elimination of the $600 threshold.
  • Navigate electronic filing requirements under IRIS and FIRE systems.

Session Highlights:

  • The key elements needed to comply with IRS compliance requirements and how best to respond to the IRS
  • Evaluate when a payment is reportable on Form 1099 under current and proposed rules
  • Form 1099-MISC boxes impacting difficult payment situations such as those involving rents, royalties, medical service providers, fringe benefits, expense reimbursements, and board members
  • Information you need to collect from your payee to properly report a payment
  • Using the W-9 to collect the correct information and when you are required to obtain a signed W-9
  • Implement proper procedures for handling CP-2100 letters and differentiating first vs. second B Notices.
  • Prepare for future reporting obligations under the BBB, including the elimination of the $600 threshold.
  • Navigate electronic filing requirements under IRIS and FIRE systems.

Credits and Other Information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • NASBA Sponsor: 146439
  • IRS Course ID: PJGWS
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
    • Case Studies and Live Q&A session with speaker
    • PowerPoint presentation for reference

Who Will Benefit:

  • Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Accountants
  • Bookkeepers
  • Office Managers
  • Human Resources Professionals
  • Compliance Professionals
  • Accounting Personnel
  • Other professionals involved in tax preparation or planning for small businesses
Coder Archives 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: www.nasbaregistry.org.
 

Speaker Profile:

Jason Dinesen (EA, LPA) is a tax nerd, entrepreneur, tax expert and a well known presenter of continuing education courses. He has an impeccable acumen for tax subjects, by virtue of which, he is known to create very well researched course materials helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries.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.

 
IRS Credits
NASBA Credits
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We are approved to provide CPE/CE credits to Tax Professionals

  • IRS
  • NASBA
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