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OnDemand Course

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.

Runtime: 99 minutes

Learn Everything You Need to Know Regarding Form W-9 Requirements

Lorman Education Services offers effective, convenient Form W-9 requirement training that will help your company remain compliant with IRS guidelines.

Enjoy the Convenience of Completing Form W-9 Requirement Training Online

For many busy professionals, taking time out of a busy today to attend an in-person seminar or training class is not a viable option. Our Form W-9 requirement training is available online, eliminating the need to leave your office. Register for the live virtual training event, which is also available with a recording for future reference. Other options include viewing archived presentations on demand, receiving an audio reference manual via USB flash drive or downloading an MP3 recording of a live event.

The All-Access Pass Is Your Ticket to a Wide Range of Training Possibilities

The most convenient and cost-effective way to meet all of your training needs is by purchasing an All-Access Pass. For one price, you get a full year of unlimited training in multiple formats including live and on-demand programs, whitepapers, reports, manuals and more. If you’re completing Form W-9 requirement training to fulfill your continuing education requirements, you’ll appreciate the state-specific credit tracker feature that helps you assess your progress.

We’re an Experienced Continuing Education Solutions Provider You Can Trust

Over the course of our 28-plus years, Lorman has helped more than 1.4 million busy professionals like you meet their continuing education and training needs. As with all of our programs, our Form W-9 requirement training is developed and delivered by experienced, knowledge faculty members who are regarded as experts in their field. You’ll benefit from engaging, insightful instruction that will be a valuable asset now and throughout your career.

Register for our Form W-9 training program or contact us for additional information today.

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Why Lorman?

Over 33 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.

Agenda

Due Diligence

  • Documenting U.S. Persons
  • Form W-9 Validation and Common Mistakes

Reporting

  • Determining Who to Report
  • Deadlines and Extensions

Backup Withholding

  • B Notices
  • TIN Matching
  • Deposits

Penalties

  • Penalty Notices
  • Penalty Abatement
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More Program Information

Why Lorman?

Over 33 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.

Credits

MP3 Download

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

OnDemand Course

This course was last revised on July 30, 2020.

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

  • 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).
     

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

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More Program Information

Why Lorman?

Over 33 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.

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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More Program Information

Why Lorman?

Over 33 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

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Product ID: 407447
Published 2020
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Available in Multiple Formats

Purchase this course and learn on your schedule!