IRS Reporting Requirements: 1098s, 1099s, TINs, Backup Withholding & Recent FATCA Updates

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Member PriceNon-Member PriceDescription
$200.00 Archived Webinar + Free CD ROM
$169.00 For CUs Less Than $20M in Assets - Archived Webinar ONLY
   

Tuesday, November 18, 2014

10:00 am – 11:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

It has been said that no job is finished until the paperwork is done and that is certainly true for your institution and its IRS reporting responsibilities. Your members need to know that you are complying with all the applicable rules and timelines in this essential operational area. As the end of this tax year approaches, make sure you understand all the guidelines, deadlines, and forms that affect the IRS reporting requirements. This year there are new requirements imposed by the Foreign Account Tax Compliance Act (FATCA) and the IRS has issued important guidance relating to reporting compliance.

Continuing Education: Attendance verification for CE credits upon request

HIGHLIGHTS

  • Guidelines for determining reporting requirements
  • Backup withholding issues
  • Obtaining taxpayer identification numbers (TINs)
  • IRS forms and procedures
    • 1098
    • 1099-A & C
    • 1099-INT
    • 1099-MISC
    • 1099-R
    • 1042
  • Reporting deadlines
  • FATCA update
  • TAKE-AWAY TOOLKIT
    • Latest IRS forms and instructions
    • IRS reporting checklist
    • Recent FATCA guidance
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

WHO SHOULD ATTEND?

This informative session is designed for CEOs, CFOs, accounting staff, compliance staff, operations staff, internal auditors, and anyone with credit reporting responsibilities.

PLEASE NOTE
Webinar content is subject to copyright and intended for your individual credit union’s use only.

MEET THE PRESENTER

David ReedDavid Reed
Reed & Jolly, PLLC

 
View Shopping CartView Registration Options and Pricing
Member PriceNon-Member PriceDescription
$200.00 Archived Webinar + Free CD ROM
$169.00 For CUs Less Than $20M in Assets - Archived Webinar ONLY