Human Resources
1099 Federal/State Final Pre-Filing Tips
CWS2025319
100 Minutes
Jan 23,2026
10:00 AM PST | 01:00 PM EST
Overview
With frequent changes to IRS Form 1099 and evolving information reporting rules, staying current is not just important, it’s essential. This comprehensive webinar is designed to help CPAs, accounts payable professionals, payroll teams, and tax departments minimize costly filing errors and stay in compliance with the latest regulatory updates. Whether you're new to Form 1099 or need a refresher on recent changes, this course delivers clear, practical guidance in plain English to ensure you're well-prepared for accurate year-end reporting.
Led by industry expert and corporate tax attorney Steven D. Mercatante, Esq., this session delves into the most challenging payee and payment reporting issues. From document validation using W-9s to navigating the trickiest Form 1099-MISC boxes, you’ll gain actionable insights into IRS requirements. The webinar also covers recent developments in Form 1099-NEC and MISC, e-filing strategies, backup withholding guidance, and best practices to ensure smooth and penalty-free reporting.
Your Benefits for Attending:
1- Determine which 1099 forms to use, identify key trouble spots on commonly filed forms such as 1099-MISC, 1099-R, 1099-INT, 1099-K, and Form 945
2- Understand the nuances of the most complex 1099-MISC boxes including rent, leases, prizes and awards, attorney and settlement payments, and how to handle payments for damages
3- Learn how to validate W-9 forms effectively, including handling multiple names, undocumented or exempt payees, and using the IRS TIN Match Program
4- Stay informed on the latest updates to Form 1099-NEC and 1099-MISC, and learn best practices for accurate reporting
5- Gain clarity on identifying reportable payees such as sole proprietors, LLCs, S-Corps, and agents or intermediaries
6- Discover essential tips for e-filing and using the Combined Federal/State Filing Program
7- Get practical guidance on backup withholding, including how to manage Box 4 of Form 1099-MISC and NEC, and when to use Form 945
Attending this webinar equips you with the tools to confidently handle Form 1099 reporting, reduce the risk of penalties, and streamline your compliance processes.
Who Should Attend:
CPAs, accounts payable professionals, payroll specialists, tax department staff, and anyone responsible for year-end reporting and 1099 compliance.
Steven Mercatante
Steven Mercatante, TIR Consulting LLC, is the principal and founder of TIR Consulting, LLC. He is a nationally recognized leader in tax reporting education and consulting on specialized compliance issues. He has conducted on-site consultation for corporate clients from across the world and led countless seminars and webinars for Convey Compliance Systems, IAPP, Balance Consulting, The Accounts Payable Network, Accounts Payable Now and Tomorrow, Progressive Business Conferences, The Center For Competitive Management, and more.
He is also a published author, with numerous articles published on tax and financial law, and he has authored and published a series of tax guides on topics such as: W-9/1099 & W-8/1042-S compliance and reporting, payment cards, U.S. State & Local Reporting, worker compensation issues, international tax compliance, and more.