Watch the replay: Live Q&A Session – 2023 Filing Update for Forms 1099

November 1, 2023
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This live Q&A session is for small businesses preparing to report payments on Forms 1099 early next year, who have already watched our Forms 1099 Video Tutorial Series, and who want to get answers to questions from our Small Business Team.  It’s important for small businesses to stay up-to-date with the revisions to Forms 1099 and the related rule changes, as well as:

  • Payments that include both goods and services 
  • Rentals of personal property vs rentals of real property 
  • Payments to Health Care Professionals and Medical Service Providers 
  • Attorney and Settlement payments  
  • Non-qualified deferred compensation payments 
  • Classifying whether something is reportable or not, and which Form 1099 to use 
  • Identifying the reportable payee when paying sole proprietors, LLCs, payees merged or bought by another, S-Corps, agents, or middlemen  
  • Receiving backup withholding  
  • W-9 document validation and IRS TIN Match Program 
  • Handling payees with a missing tax identification number (TIN) 
  • Exempt organization payees 
  • Combined Federal/State Filing Program 
  • E-Filing 
  • and more! 
Image with information about Jim Wyatt and Jenny Odintz

About the Presenters

Jim Wyatt, Jones & Roth Business Advisor
Jim is a Consultant with over 30 years of business and consulting experience across several business sectors, including manufacturing, retail, and agriculture.

Jenny Odintz, Jones & Roth Business Advisor
Jenny joined the Jones & Roth team in 2019. She brings a specialized accounting and bookkeeping expertise to the firm’s small business services group

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