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Live Webinar

100-minute live streaming program
  • December 17
  • 1:00 - 2:40 pm EST

Also available as:

OnDemand Webinar
Audio & Reference Manual
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IRS Form 1099-MISC Reporting Requirements and Updates

December 17

Don’t expose yourself to compliance violations. Find out everything you need to know about Form 1099-MISC.

Are you struggling with the revised laws that dictate how to correctly complete Form 1099-MISC? Are you acquainted with the W-9 process and specific rules regarding disregarded entities? Is the responsible party in your organization responsible for responding to IRS B-Notices aware of the timeline and procedure to respond to avoid further penalties?

Learn the proper procedure to issue a correct 1099-MISC, collect the pertinent information including payee information, information about proper boxes to report payments and know how to respond to an IRS B-Notice. Failing to properly complete and file Forms 1099-MISC is a common issue which exists for all payers. Incorrect 1099-MISC Forms can lead to penalties imposed on the payer. With the rapid increase of penalties serving as a revenue raiser for the government, it is imperative to be knowledgeable about the regulations and avert financial ruin to an otherwise profitable company.

Learning Objectives

  • You will be able to describe all of the payments reported on Form 1099-MISC.
  • You will be able to explain backup withholding and the B notice process including proper recognition of payments to disregarded entities on Form W-9.
  • You will be able to discuss correct reporting on 1099-MISC reporting if errors are made.
  • You will be able to review 2018 updates for compliance.

Training Options

Busy professionals often struggle to keep up with their training, even with matters as important IRS Form 1099-MISC reporting. As with all tax-related topics, issues around Form 1099-MISC reporting are constantly changing, which means a lapse in training can potentially have serious consequences for your business. Lorman Education Services has designed its OnDemand training to work around your schedule. Our IRS Form 1099-MISC program is available in three formats to make it easy for you to stay current on your reporting obligations:

  • As an OnDemand training program: Stream the audio and video components of our IRS Form 1099-MISC training program from any computer or mobile device. Streaming is the best way to get the full immersive experience of the original live presentation, and is also the most convenient. For most devices, no special hardware or software is required. Streaming our program may also qualify you for continuing education credits with your state accountancy board — see below for details.
  • As an audio and reference manual: Alternately, we can arrange to have course content delivered to you on a USB flash drive for use with any compatible device. Files are delivered in PDF and MP3 formats. An additional shipping fee applies.
  • As a downloadable MP3: Start training at any time by downloading the MP3 of our IRS Form 1099-MISC training program. Load up your cell phone or media player and learn on the go.

Whichever way you prefer to complete our programming, you can count on Lorman Education Services’ tax training seminars to deliver the insights you need to manage risk, without taking time away from your busy schedule.

Our Faculty

At Lorman Education Services, we believe online training is only as useful as the instructors delivering it. That’s why we are highly selective in choosing the team we work with. All our programs and other content are developed by recognized experts in their field, many of whom have experience working with top national firms. Your instructor for our IRS Form 1099-MISC training program is Mary H. Angelbeck, an enrolled agent with the IRS and retired member of Ernst & Young’s National Employment Tax/Information Reporting Group. For more information, visit the Faculty tab on this page.

Prerequisites and Continuing Education

“IRS Form 1099-MISC Reporting Requirements and Updates” is available to anyone regardless of their training and professional background. There are no prerequisite courses or other prior requirements. This program will be most useful to any accountant working at or for a business or nonprofit that employs independent contractors. It also provides useful background to anyone with income that falls under the purview of Form 1099-MISC. This includes not just independent contractors but also those who have earned rental income, royalties or Indian gaming profits in the previous tax year.

For many professionals, completion of this program can be put towards their ongoing continuing education requirements. Enrolled agents who complete the course OnDemand qualify for 2.0 credits under Treasury Department Circular #230 Section 10.6(g). The webinar is also eligible for credits with most state accountancy boards. Visit the Credits tab for details or contact a member of our customer response team directly.

Why Is IRS Form 1099-MISC Training Important?

Ongoing training is an important part of due diligence as an accountant at a business or nonprofit. Completion of “IRS Form 1099-MISC Reporting Requirements and Updates” is a quick and convenient way of ensuring your organization is compliant with the most recent changes to regulations around 1099-MISC reporting. As a result, it is an excellent way of managing risk, avoiding penalties and simplifying the reporting process.

Independent accountants who work with businesses that hire contract employees can use this course to serve their clients better. By positioning yourself as an expert in IRS Form 1099-MISC reporting, and backing it up through ongoing training, you can potentially capitalize on the growing need for accountants versed in this issue.

As more businesses hire employees on a contract or freelance basis, this skill set will be increasingly valuable for the accounting and legal professionals who aid them in taxation issues.

Other Useful Training

“IRS Form 1099-MISC Reporting Requirements and Updates” is just one of many OnDemand webinars that address current issues in business tax reporting. As a leader in professional development, Lorman Education Services has one of the largest catalogues of courses online. Other useful programming that addresses 1099 issues from a national perspective include:

  • IRS Form 1099 Reporting: Including Independent Contractor and Litigation Issues
  • 1099s From the Inside Out: Strategies to Make Filing Quick and Painless
  • Merchant Reporting and Form 1099-K

Individual states also have their own reporting requirements for businesses that employ independent contractors. Performing your due diligence requires completing state-level IRS Form 1099 training, as well. To help, our OnDemand programming archive covers topics such as “IRS Form 1099 Reporting: What You Need to Know in California,” “IRS Form 1099 and 1098 Reporting: What You Need to Know in New Mexico” and others that deal specifically with state-level tax issues.

Why Lorman Education Services?

An extensive catalogue of training around IRS Form 1099-MISC reporting and other issues is only one of the reasons why we’ve been the professional’s choice in continuing education since 1987. We offer flexible learning options that work around your schedule without compromising the quality of training. For busy accountants, that’s an important consideration, and one that makes the investment in our courses worth it over the long-term.

With Lorman Education Services, you get world-class training programs delivered directly to you. Best of all, our courses are value-priced, with the option of registering individually or purchasing an All-Access Pass for a full year of unlimited training. Pass holders receive a number of exclusive benefits, including our state-specific credit tracker for managing your ongoing continuing education requirements.

Start Training Today

This exclusive OnDemand training program gives you the latest IRS Form 1099-MISC updates in an accessible, incisive format anyone can benefit from. Learn your obligations as an employer and identify opportunities for streamlining the reporting process. Purchase it in the format of your choice and start training today.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.


Beginning the 1099-MISC Process
  • Form W-9 and Discussion of Disregarded Entities
  • Electronic Filing Requirements of Forms 1099 (FIRE)
  • IRS TIN Matching Program and Procedures to Correct Inaccurate 1099s
  • Familiarization of the 1099-MISC Boxes and Purposes
  • Increased Penalties for Noncompliance and Fees
  • Backup Withholding and Filing Requirements for U.S. and Nonresidents
  • B-Notice Proceedures
  • Independent Contractor Issues - Misclassifications and Remedies (Form 1099-MISC)
    • Including the Voluntary Classification Settlement Program (VCSP) (Form 8952)
2018 Updates for Compliance
  • Revised Due Dates per the Tax Cuts and Jobs Act (TCJA)
  • De Minimus Safe Harbor Relief for Information Returns
  • Other 2018 Updates
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.


OnDemand Webinar

This course was last revised on October 10, 2018.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Live Webinar Registration

  • AIPB 2.0
  • This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
  • Enrolled Agents 2.0
  • This program qualifies for 2.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).
  • CPE 2.0 including Taxes 2
  • Lorman Education Services 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 submitted to the National Registry of CPE Sponsors through its web site: For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 2.0 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Taxation for 2.0 hours.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Who should attend?

This live webinar is designed for accountants, CFOs, controllers, accounts payable professionals, tax managers, tax preparers, presidents, vice presidents, bookkeepers and enrolled agents.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.


Marcia L. Miller, M.B.A., E.A.

Marcia L. Miller, M.B.A., E.A.

Financial Horizons, Inc.

  • President and owner of Financial Horizons, Inc., a full service accounting and tax firm
  • Enrolled agent entitled to practice before the Internal Revenue Service
  • 40 years of accounting, tax and management consulting in South Florida for a practice with an emphasis on representing small business owners in all aspects of taxes, employment and labor issues, pensions, estate planning as well as federal, state (nationwide) and foreign mandatory reporting
  • Federal appointment successfully completed for a three year term to the Internal Revenue Service's Information Reporting Program Advisory Committee (IRPAC)
  • Author, speaker and teleconference expert, for various national companies and accounting organizations at their annual conferences, lecturing on a multitude of tax, technical and non-technical topics focusing on the areas of tax planning, management and health care reform
  • Managing director, Transition Advisors, LLC, leading CPAs through transition with succession and M & A strategies
  • Live presenter at the 2016 CCH Annual User's Conference and FICPA Chapter meetings regarding Succession Planning for CPAs
  • Previous nationwide presenter of tax legislative seminars for Thomson Reuters' Bell Learning Series on current business taxation and accounting issues
  • Former adjunct professor at Nova Southeastern University's H. Wayne Huizenga School of Business and Entrepreneurship
  • M.B.A. and B.B.A. degrees, University of Miami School of Business
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 404199
Published 2018
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