IRS Information Reporting: Rules and Forms Webinar

It’s that time of the year again – when thoughts turn to IRS reporting issues and the myriad rules to follow and forms to complete. Learn about the many forms financial institutions must report, with an emphasis on when and exactly what to report. We’ll include easy-to-follow charts to complete each form.

The “IRS Information Reporting: Rules and Forms” webinar has been approved for 2.5 CRCM credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for Live attendance only. To receive a certificate, email streaming@oncourselearning.com. Certification holders must report these credits at https://aba.csod.com.

Covered Topics:

  • Taxpayer Identification Numbers – soliciting them, reporting issues, mismatches from the IRS and what to do (includes truncation options)
  • Backup withholding – “B” notices: what to do and when
  • 1099 reporting – its many and various forms, from interest and dividend income, abandoned and foreclosed property, IRA distributions, debt cancellation, and miscellaneous reporting
  • 1099-C Discharge of Debt rule
  • 1098s – what amount is reportable here? How about points? What is a qualifying mortgage?
  • IRA reporting – 5498s and the 1099-R
  • Timing requirements for the various forms
  • Penalties for noncompliance and failure to file
  • Changes in reporting requirements for tax year 2017
  • The Foreign Account Tax Compliance Act (FATCA) – what it is and what you have to do about it

Who Should Attend?

Anyone in your institution with responsibility for collecting tax information, filing various IRS forms, or someone who must be aware of TIN requirements. This may include senior management, operations personnel, and back-room personnel, plus compliance officers, auditors, and attorneys, and anyone else who might benefit from this valuable information.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

View Delivery Options

Instructor

Carl Pry
Carl Pry

Carl Pry is a Certified Regulatory Compliance Manager (CRCM) and Certified Risk Professional (CRP) who is a Managing Director for Treliant Risk Advisors in Washington, DC. Through his working career, ... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
IRS Information Reporting: Rules and Forms0.25 12/08/2021 AnyWebinarLive, On-Demand, CD-ROM Carl Pry$395.00 Register Now
IRS Information Reporting: Rules and Forms0.25 12/08/2021 AnyWebinarCD-ROM Video Recording Carl Pry$345.00 Register Now
IRS Information Reporting: Rules and Forms0.25 12/08/2021 AnyWebinarLive and On-Demand Carl Pry$365.00 Register Now
IRS Information Reporting: Rules and Forms0.25 12/08/2021 AnyWebinarSix Month On-Demand Recording Carl Pry$295.00 Register Now
IRS Information Reporting: Rules and Forms Webinar0.25 12/08/2021 2:30pmWebinarLive Webinar Carl Pry$265.00 Register Now
Delivery Options

LIVE WEBINAR:
INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

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