Whether you're preparing Forms 1099 for the first time or you're a seasoned pro, the reporting landscape continues to shift—and the IRS is paying close attention. Penalties for even small mistakes are on the rise, and compliance deadlines are tighter than ever.

This power-packed webinar—offered in both 60- and 100-minute formats—equips tax professionals, accountants, and finance teams with the essential tools and best practices to stay compliant, accurate, and audit-ready when issuing Form 1099-MISC and other information returns.

You’ll get up to speed on the latest IRS changes, including the safe harbor for de minimis errors, new filing and furnishing deadlines, and the expanded use of TIN solicitation and verification tools. We’ll demystify “B” Notices, backup withholding, and reasonable cause standards, and explore the practical steps to correct errors before they lead to costly penalties. We will also ensure that you understand the effects of legislation such as the Big Beautiful Bill on 1099s so that you can plan for upcoming changes.

Key Areas:

· Learn what’s new for Form 1099-MISC and related filings for the current tax year

· Understand the difference between reportable and non-reportable payments

· Identify when and how to issue “B” Notices and handle TIN mismatches

· Master the art of backup withholding: when it applies and how to manage it

· Implement best practices for W-9 collection and TIN solicitation

· Discover how to correct 1099 errors the right way—and avoid IRS scrutiny

· Learn what constitutes “reasonable cause” to defend against penalties

· Access IRS resources and tools to streamline compliance

· Plan for upcoming 1099 changes based on passed legislation

Why You Should Attend:

The IRS continues to ramp up enforcement and scrutiny of information returns, making Form 1099 compliance more important than ever. With penalties on the rise and new reporting rules in effect, this webinar gives you the confidence to avoid costly errors, implement effective due diligence processes, and provide value-added services to clients. Whether you're in accounting, AP, tax prep, or compliance, this session offers the critical insights and practical tools you need.

Who Should Attend:

This session is designed for accountants, CPAs, enrolled agents, bookkeepers, tax preparers, AP professionals, and attorneys responsible for vendor compliance, tax filings, and information return reporting.

Instructor

Jason Dinesen

EA, LPA

Jason Dinesen (EA, LPA) is a tax nerd, entrepreneur, tax expert and a well known presenter of continuing education courses. He has an impeccable acumen for tax subjects, by virtue of which, he is known to create very well researched course materials helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries. Known for his sharp tax interpretations, he is one of the quickest to bring the analysis of the latest tax updates and IRS guidance to the professional community. Jason has coached over 200,000 accounting, tax, and HR professionals on various topics of accounting, individual taxation, corporate taxation, professional ethics and much more. He has presented over dozens of webinars on Form 1099 (MISC & R); marriage in the tax code; tax updates; the new Form W-4, payroll updates, filing status, tax credit and other issues relating to the modern-day household setting. Moreover, Jason is known to be producing every other webinar/course a little different and updated from the previous one. No wonder, he is a top ranked presenter whose webinars and self-study course materials are very well received by the audience. He also teaches 2 classes at Simpson College, Individual Income Tax and Business Analytics.

Credits

Opty learn is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

Frequently Asked Questions

Live training course/ webinar is an Online training seminar which you can access through your computer and laptop or phone and directly interact with our expert speaker and allow to ask questions during the Live webinar. Conference material used by our speaker to the Live webinar will be provide with your Instruction kit before the Training.

Recorded webinars or On-Demand are self-paced audio-visual training program that you can watch at your own pace to earn Continuing Education Units (if applicable). Online, recorded training courses are accessible whenever you choose, for an unlimited number of times. Additionally, you have three months from the purchase date to watch as many times as you like. After a live training or webinar has started, you will receive the instructions and link to access the recorded training course. If it has already been recorded, you can access it right away.

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Mastering Form 1099 Due Diligence: Avoiding Pitfalls, Penalties & IRS Pushback

Course Type	HR & Payroll
Date & Time	Oct 27th 2025 01:00 PM ET
Duration	60 Minutes
Instructior	Jason Dinesen

Purchase Options

Live
Live session is a live webinar which you access through your computer and headphones and you can ask your questions directly to our speaker.

$ 165
Recorded
Recorded session is a recorded format of live webinar which you can access anytime at your convenience without any time limit.

$ 155
E-transcript
E-transcripts is a text version of a live webinar which you will get in pdf format.

$ 155
Live + Recorded
In live and recorded session you can access your live webinar and also access your recorded part of the webinar for your reference.

$ 175
Live + Recorded
+ E-transcript
Live session is a live webinar which you access through your computer and headphones and you can ask your questions directly to our speaker. Recorded session is a recorded format of live webinar which you can access anytime at per your convenience without any time limit. E-transcripts is a text version of a live webinar which you will get in pdf format.

$ 185
Recorded + E-transcript
Recorded session is a recorded format of live webinar which you can access anytime at your convenience without any time limit. E-transcripts is a text version of a live webinar which you will get in pdf format.

$ 175
Live + E-transcript
Live session is a live webinar which you access through your computer and headphones and you can ask your questions directly to our speaker.

$ 175
Recorded with Copyright
E-transcripts is a text version of a live webinar which you will get in pdf format. Copyright is a recorded session which you can share with your colleagues.

$ 195

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