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Typically, issued by payment settlement entities, Form 1099-K is used to report payments made in settlement of reportable payment transactions, such as credit card transactions or third-party network transactions. In recent years, there have been changes in IRS and state reporting thresholds and requirements, impacting businesses' obligations to issue Form 1099-K to their payees. Staying informed about these regulatory updates will ensure compliance with tax reporting obligations. Additionally, understanding the nuances of Form 1099-K reporting helps streamline the reconciliation process and ensures accurate reporting of electronic transactions. This session will cover:
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Wendy Walker
Solution Principal, Sovos Compliance
Wendy is the Solution Principal of Tax Information Reporting at Sovos. Wendy has over 18-years of tax operations and compliance leadership experience. Wendy is an active member in several industry Associations and is the Chair of the Information Reporting Subgroup of the Internal Revenue Service Advisory Council (IRSAC) and represents the industry on a variety of issues.
Kellianne Munichiello
Regulatory Counsel, Sovos Compliance
Kellianne works as Regulatory Counsel for the Tax Information Reporting (TIR) Regulatory Analysis & Design Team at Sovos Compliance. She focuses on withholding and information reporting research at the state and federal level. Prior to Sovos, Kellianne worked as a real estate paralegal. Kellianne is a member of the Massachusetts Bar, earned her B.A. in Psychology at the University of Hawaiʻi at Mānoa, and graduated Cum Laude from Suffolk University Law School.
Continuing Education for IOFM Certification
Receive 2 CEUs toward maintaining a certification with IOFM! IOFM's premier certification programs are designed to establish standards for the industry and recognize financial operations professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the body of knowledge in their profession. Additional rules may apply, depending on your certification. See full guidelines here.
Continuing Professional Education for NASBA
Receive 1.5 CPEs towards a CPA license with NASBA. IOFM, A Diversified Business Communications Company, 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 (Sponsor number: 112048) State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information about our NASBA CPE Policies, visit IOFM.com/nasba-cpe.
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