IOFM Spring Conference and Expo

May 19-21, 2024 |  Disney’s Yacht and Beach Club Resort  |  Lake Buena Vista, FL

Agenda Session

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

May 21 2024

1:15 PM - 2:05 PM EST

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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