Learning Objectives:
  • Identify payments made during 2020 that must be reported to the IRS on the revised Form 1099-MISC and new
    Form 1099-NEC.
  • Identify specific categories of payees and payments that are not reportable, and know what documentation you
    need in order to exclude a payment from 1099 reporting
  • Recognize the elements that require you to doubt the documentation furnished by a payee on Form W-9;  how to
    identify the reportable payee when you pay sole proprietors, LLCs, agents or middlemen; and how to identify
    exempt recipients  
  • Identify payment situations in which your organization has a backup withholding obligation, and what to do with
    the 24% you are required to withhold from the payment
  • Know how to prepare IRS Forms 1099 for 2020 and file with the IRS - include changes in regulations,
    procedures, and instructions
  • Comply with IRS filing requirements for Form 945, the reconciliation of withheld federal tax

Please note that this class is not designed to address the complex issues that arise in securities, bank financial
instruments, mutual funds, retirement plan or IRA tax reporting.  

2020 CLASS REGISTRATION FORM  (download PDF for on-screen fillable form)  

Live-online attendance:
- September 15, online, 9 a.m. – 3:30 p.m. (Eastern time); morning, lunchtime and afternoon breaks
- October 13, online, 12 Noon – 6:30 p.m. (Eastern time); morning, lunchtime and afternoon breaks
- November 23, online, 9 a.m. – 3:30 p.m. (Eastern time); morning, lunchtime and afternoon breaks
- December 8, online, 9 a.m. – 3:30 p.m. (Eastern time); morning, lunchtime and afternoon breaks
Registration fee: $380 standard registration; $342 if attendee's company is a Cokala subscriber.  

COKALA offers you
practical training in
tax compliance
1-day training class
Updated for 2020
- Online in real time, dates scheduled September - December 2020
Schedule updated July 23, 2020 for all online classes.
See all 1099 class dates below.                                                                           
Taught by Marianne Couch, JD

This 1-day training program is extensively updated for 2020 for major changes in forms and
instructions.  Primary focus on the REVISED Form 1099-MISC and NEW Form 1099-NEC; IRS Form
W-9; federal backup withholding of 24% required on certain 1099 reportable payments; Form 1099
statements for recipients; IRS filing of Forms 1099 and the withholding reconciliation Form 945; IRS
CP2100 "B Notice" and 972-CG proposed penalty notice.   
Cokala programs for 1099 and 1042-S tax compliance are widely respected for teaching the tax
technical requirements in the context of real-life situations and providing answers to the questions you
bring to class.  In addition, your participation in this training program gives you three months of custom
Q&A support from Cokala's well-known tax technical compliance advisors, to help you with questions
come up your in work after attending class.
Register by phone, email or mail  
2020 CLASS REGISTRATION FORM  (download PDF for on-screen fillable form)
By phone: call 734-358-7875 or 734.629.5155.  Or, fill out registration form and email it to office@cokala.com, or send
form by mail to COKALA Tax Information Reporting Solutions LLC, PO Box 2224, Ann Arbor MI 48106.

This program is presented in group internet format.  Program level is Basic; there is no prerequisite requirement for this
class, and no advance preparation required.

COKALA Tax Information Reporting Solutions, LLC is registered with the
National Association of State Boards of Accountancy (NASBA) as a sponsor
of continuing professional education on the National Registry of CPE
Sponsors.  State boards of accountancy have final authority on the
acceptance of individual courses for CPE credit.  Complaints regarding
registered sponsors may be addressed to the National Registry of CPE
Sponsors through its website: www.nasbaregistry.org.

COKALA is also registered with the Texas State Board of Public Accountancy as a CPE Sponsor and with the Illinois
Department of Financial and Professional Regulations as a Continuing Professional Education Sponsor.
Cancellation and refund policies
Privacy policy
Refunds:  Requests for refunds must be received in writing (email or mail) at least seven business days prior to the first
day of the program, and are subject to a $50 cancellation fee.
For more information regarding administrative policies such as complaint, refund and cancellation, please contact our
office at 734.629.5155.
COKALA Tax Information Reporting Solutions, LLC
Telephone 734.629.5155
PO Box 2224, Ann Arbor MI 48105-2224