This page serves as a central hub for education, training, and practical guidance on U.S. information reporting requirements (anything related to 1099s and 1042-S).

Whatever your role is — AP professional, CFO, office manager, CPA or EA — my goal here is to reduce risk and improve compliance with clear, usable guidance.

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What This Covers

  • Form 1099-NEC and 1099-MISC requirements
  • Vendor onboarding and Form W-9 best practices
  • Backup withholding rules and triggers
  • TIN matching and common name/number issues
  • CP2100 and CP2100A notices (B-Notices)
  • Corrections, penalties, and reasonable cause
  • Filing methods, deadlines, and e-file considerations
  • 1042-S
  • Other 1099s

Who This Is For

This material is designed for professionals who deal with real-world payment and reporting issues, including:

  • Accounts payable and finance teams
  • Accountants and tax professionals
  • Payroll and compliance staff
  • Small business advisors

How I Teach 1099 Compliance

1099 education often focuses on rules in isolation. My approach is to show how these rules work in practice, and how it all ties together. My goal is to help you understand how you can use this information in your day-to-day practice.

Available and Upcoming Resources

Training

  • On-demand courses and structured training modules
  • Live webinars and platform-based sessions

Reference & Guidance

  • Practical checklists and workflow guidance
  • Explanations of IRS notices and compliance letters
  • Updates as rules, thresholds, and filing systems evolve

Looking for 1099 Training for Your Team or Platform?

I also do specially crafted training and workshops for your team, or present on your platform. Reach out for more details!

→ Contact me about 1099 training.