November 6-8, 2024   |   Caesars Palace   |   Las Vegas, NV

Agenda Session

IRS Form W-9 Compliance: Determining the Correct Tax Treatment from the Most Confusing Vendor W-9s

Nov 15 2023

9:30 AM - 10:20 AM PDT

Montego BC

Join this session for a clarifying review of Form W-9 and the requirements to identify Form 1099 reportable vendors, correctly determine their status for being reported or excluded from 1099 reporting and obtain a correct reportable Name and tax ID number. Sample W-9 forms will be reviewed and discussed to show how the correct treatment is determined in some of the most confusing vendor situations including DBAs, “disregarded entities” and sole proprietors, LLCs and the often frustrating “Other” tax status checkbox.

Speakers

COKALA Tax Information Reporting Solutions, LLC

- Principal

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