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Things You Didn’t Know About 1099s – (WEA)

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Things You Didn’t Know About 1099s
IRS Program #: X9QQU-T-00804-21-S
CE: 2
Speaker: Iris K. Palma, JD & Thomas J. Williams, EA

Preparing for the 1099 tax season is a year-round task for your clients. First, before issuing payment, they must request Form W-9. Next, they apply the IRS rules to determine if the vendor receives Form 1099 NEC or MISC, if at all. Then they input the vendor’s information in their bookkeeping system to track the reportable transactions. Last, the client confirms all the information at year’s end.[Text Wrapping Break][Text Wrapping Break]Have your clients been following these procedures in their trade or business? If not, here’s your chance to help them become compliant.

In this workshop, you’ll learn to:

  • Inspect W-9 forms
  • Identify which 1099 forms to use
  • Apply the varying deadlines
  • Calculate the hefty fines due for non-compliance
  • Complete the documents using a cheat sheet
  • Develop a plan to avoid 1099s altogether
Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at

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