Forms 1099 & W-9 Update Current Year IRS Filing Requirement

Gina J. Lowdermilk

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A properly completed Form W-9 will ensure accuracy on Forms 1099. The webinar will cover a line by line review of Form W-9’s, who should receive a W-9, and hints on reviewing W-9s for accuracy. These steps will lead to the accuracy of information flowing to the Form 1099. 

This webinar is a necessity for persons who send, receive, and review W-9 forms. We will be covering not only the new filing dates but line by line W-9 information and how it effects the Forms 1099. If your company wants to avoid IRS Form 1099 Notices and potential IRS Form 1099 Penalties, this course is a must.

Course Objective

  • Identify a properly completed Form W-9 
  • Compliance with W-9 instructions
  • Identify business entities which should receive a Form 1099
  • Identify types of payments that require a Form 1099
  • Tips for avoiding IRS Notices and Penalties
  • Checking W-9 information against the IRS TIN Matching Program 

Course Outline

Areas covered in the webinar are:
  • New 2019 Form 1099 due dates
  • Line by line completion of Form W-9
  • Why review of completed W-9 Forms is important
  • Most common mistakes on W-9 and 1099
  • Matching names and TINs against IRS TIN matching program 
  • Why using IRS TIN matching is important.
  • Tips for avoiding IRS Notices and Penalties

Target Audience

  • Tax Department Managers & Staff
  • Corporate Tax Department Personnel
  • Corporate Controller’s Personnel
  • Accounts Payable Personnel
  • Accounting Firm Personnel
  • Legal Firm Personnel
  • Trust Department Personnel
  • Non-Profit Tax Personnel 
  • Payroll Managers
  • Construction Managers
Webinar Events
Live -Coming soon!

Training CD-DVD

Physical CD-DVD of recorded session will be despatched after 72 hrs on completion of payment

Recorded video

Recorded video session

Speaker: Gina J. Lowdermilk, BSA/Compliance Auditor and Consultant

Dr. Gina J. Lowdermilk,PhD (ABD), CAMS, CRMS is a highly experienced and educated BSA/AML and Financial Regulatory Compliance professional with extensive policy and procedure development and implementation, training, internal audit, monitoring, risk management, and reporting experience. Her emphasis has been working with financial institutions that are experiencing regulatory concerns and resolutions, including enforcement actions such as memorandums of understanding and cease and desist orders. Her 15 years of experience has given her the opportunity to work from small community banks to large, international financial institutions. Her roles not only included BSA/AML and Compliance, but also operations, lending services, business development, marketing, management, department development, and asset quality.

Ms. Lowdermilk has worked with all of the financial regulators and examiners. She possesses advanced Microsoft Excel, PowerPoint, Word, Internet Explorer, Visio, and Access skills. She also has experience with FiServ, BAM, CRA Wiz, TeamMate, COGNOS, and Metavante banking software. She has been responsible for creating both recurring and ad hoc executive management and board presentations. In addition to her above experience, she is also an adjunct instructor for the business and construction management programs at a local college, as well as writes numerous BSA/AML and Compliance articles, training materials, and manuals as requested from numerous clients.

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