Tuesday
Dec 3
2019

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

Registration Options & Pricing

Please select your membership status.


Live Webinar Includes

  • One connection to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Presenter’s Contact Info for Follow-Up

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 business days following Live date
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your bank
  • Presenter’s contact info for follow-up
150+
Webinars
Available
100%
Satisfaction
Guaranteed

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

As this tax year closes, ensure you understand all the guidelines, deadlines, and forms that affect your institution’s IRS reporting requirements.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Reference guidelines for determining reporting requirements
  • Understand back-up withholding issues
  • Obtain taxpayer identification numbers (TINs)
  • Navigate IRS forms, procedures, and landmines, including
    • 1098
    • 1099-A & C
    • 1099-INT
    • 1099-MISC
    • 1099-R
    • 1042
  • Meet reporting deadlines
  • Use best practices

WEBINAR DETAILS

It’s been said that no job is finished until the paperwork is done, and that is certainly true for your IRS reporting responsibilities. Borrowers need to know you are complying with all the applicable rules and timelines in this essential operations area. As the end of this tax year approaches, ensure you understand all the guidelines, deadlines, and forms that affect your institution’s IRS reporting requirements.

Whether it is reporting interest earned on deposit accounts or paid on real estate loans, mandatory minimum distributions on IRAs, contractor payments, or declaring a debt canceled, the IRS expects your institution to get it right every time. But what impact do changes in staff, management, business lines, or core processing systems have on your ability to comply with these technical requirements? Is there a way you can save time, effort, and headaches within your IRS reporting compliance program? Can you leverage your data processing system to save time and effort? Join us to learn about the world of IRS reporting and best practices for compliance and efficiency.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This informative session is designed for executives, senior management, compliance staff, lenders, internal auditors, operations staff, and anyone involved with IRS requirements.

TAKE-AWAY TOOLKIT

  • IRS guidance
  • Employee training log
  • Interactive quiz

DON'T MISS THIS RELATED WEBINAR!

"1099 Reporting: Foreclosures, Repossessions & Debt Settlements"
Thursday, October 31, 2019

 

NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

MEET THE PRESENTER

Reed & Jolly, PLLC
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