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Form W-9: Payee Identification and Tax Determination

 

Prevent costly penalties and learn how to safely manage requirements and procedures surrounding Form W-9.

In recent years, the IRS has stepped up its compliance efforts in the area of information reporting and withholding, including Forms 1099 and backup withholding. The Service has greatly enhanced its technological capabilities and more companies are now receiving automated notices and penalties for noncompliance. This topic will help U.S. withholding agents better understand the requirements for collecting and validating Forms W-9 and correctly reporting the information on a Form 1099. It will also address common mistakes and best practices to enhance operational efficiency and avoid penalties. In situations where the IRS has already issued a penalty notice, the material will also discuss the strategies and procedures for drafting a response.

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Form W-9: Payee Identification and Tax Determination

Agenda

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Form W-9: Payee Identification and Tax Determination

Faculty

Andrew McQuilkin

Andrew McQuilkin

KPMG LLP

  • Manager at KPMG LLP in Boston
  • Practice emphasizes all aspects of information reporting and withholding
  • Conducts regular seminars and workshops on numerous issues related to domestic and international information reporting and technology solutions for compliance
  • Member, Massachusetts Bar. Patent Attorney, U.S. Patent and Trademark Office
  • J.D. degree, Suffolk University School of Law; B.S. degree, in Computer Science, University of Massachusetts Amherst
  • Can be contacted at 617-988-5857 or [email protected]
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Form W-9: Payee Identification and Tax Determination

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