Handling W-9s, W-8BENs & IRS Mismatches
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Properly setting up accounts for interest reporting is an important step when opening an account. Missteps, mistakes, and mismatches can be very expensive. Learn best practices for managing mismatches and increasing accuracy with W-9s and W-8BENs.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Properly set up accounts for interest reporting (W-9s and W-8BENs)
- Respond to CP2100 with proper B notices
- Understand how the IRS reads names and sets controls
- Discuss how frontline procedures can cost big in the back-of-the-house operations
- Manage disregarded entities such as LLCs
- Identify who uses SSN or EIN on sole proprietors
- Handle accountholder marriages or divorces
- Report interest for nonresident aliens
WEBINAR DETAILS
IRS reporting begins at account set up. From new accounts to bookkeeping, improper procedures can result in thousands of dollars in IRS fines on interest reporting and liability. This program will teach you how to set up accounts for tax reporting. Learn how to work the mismatches so you don’t get fined. This is a must-attend program for the frontline and the back-of-the-house staff who manage the mismatches and CP2100 reports and B notices.
Attendance certificate provided to self-report CE credits.
WHO SHOULD ATTEND?
This jam-packed webinar will benefit deposit operations, deposit compliance, bookkeeping, branch administration, new accounts, branch managers, trainers, and all branch staff.
TAKE-AWAY TOOLKIT
- Withholding supplement
- Employee training log
- Interactive quiz
Presented By
