Year-End Information Reporting

Summary

Tax preparers unite—it’s time to file clients’ W-2s, 1099-MISCs, 941s, FUTA, and many other information forms or returns. Join us for our Year-End Information Reporting webinar for a review of what information documents need to be filed and the due dates for both the taxpayer and the IRS or Social Security Administration.

This webinar also reviews filing corrected forms, determining which box the amount on the 1099-MISC should go, the penalties for late filing information returns, and whether or not the forms can be paper filed or must be e-filed.

Objectives

Upon completion of this course, you will be able to:

  • Identify information documents that will be filed for taxpayers.
  • Correctly complete Form 1099-MISC for clients.
  • Identify and correct incorrect information documents.Analyze and summarize any new tax laws and provide some tax tips to your clients.
  • Identify due dates for information documents.Comply with expanded due diligence requirements for the child tax credit and American opportunity tax credit.
  • Calculate penalties for late or missed filing of information documents.
  • Correctly file information forms.

Course Details

This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Q&A transcript. CPE is issued after exam is successfully completed.






   

Presented by: Jaye Tritz, EA, CFP®

How to Earn CPE

To receive credit for this on-demand webinar, you must make at least one attempt to answer each of the review questions included with the webinar video. You also must successfully pass the course exam with a score of 70% or better.

The course and exam will expire one year from the date of purchase.

Cancellation Policy

​Because this is an online education offering, it is nonrefundable.

eweb keepalive image