Don’t Miss the Deadline: 1099s, W-2s & Payroll Filings

Form 1099 and W-2 deadlines hit January 31 and missing them means IRS penalties, client complaints, and compliance problems your firm does not need. In this training session, Nadia Rodriguez, CPA, CTC walks tax professionals through every filing due January 31, including 1099-NEC, W-2, W-3, Form 941, Form 940, and 1099-K reconciliation, plus new tip reporting and overtime deduction rules under the One Big Beautiful Bill.

What tax professionals will learn:

- January 31 deadlines explained: who must file, which forms are due, and who receives them
- Form W-2 box-by-box breakdown including tip reporting in Box 7 and Box 8
- W-3 transmittal form: what it is and how it works with your W-2 filings
- 1099-NEC filing requirements: who must file, exceptions, and common preparation errors
- W-9 collection best practices to avoid missing information at filing time
- 1099-MISC vs 1099-NEC: when each form applies and how to avoid mix-ups
- Form 941 and Form 940 payroll tax returns: filing requirements and deadlines
- 1099-K reconciliation and what the current IRS reporting threshold means for your clients
- Electronic filing mandate: when e-filing is required and what the threshold is
- IRS penalties for late or incorrect filing and how to avoid them
- Technology tools and client communication strategies for a smoother filing season
- New tip reporting rules and overtime deduction under One Big Beautiful Bill: qualified tips, cash and Zelle exclusions, and how to calculate the overtime deduction

This session is built for tax professionals, CPAs, enrolled agents, and bookkeepers who manage payroll compliance and information return filing for clients or their own firm.

Want to go deeper? Here is where to connect:

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Connect with Nadia Rodriguez, CPA CTC at:
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0:00 Introduction and Speaker Bio
2:28 Session Overview: What Is Due January 31
7:02 January 31 Deadlines and Penalties
9:17 Electronic Filing Mandate
11:47 Understanding the W-2
13:10 W-2 Box-by-Box Breakdown
14:51 Tips Reporting on W-2: Box 7 and Box 8
20:05 The W-3 Transmittal Form
21:42 1099-NEC: Who Must File and Exceptions
24:56 W-9 Collection Best Practices
27:07 1099-NEC Preparation and Common Errors
29:38 1099 Miscellaneous
33:39 Form 941 and 940: Payroll Tax Returns
35:23 1099-K Reconciliation
38:12 Penalties for Late or Incorrect Filing
42:09 Technology Tools and Client Communication
44:48 New Tips and Overtime Deduction Overview
46:14 Qualified Tips vs. Overtime Rules and Limits
48:27 Tips via Cash and Zelle: What Does Not Qualify
49:52 Calculating the Overtime Deduction
51:12 Closing: Action Steps and Takeaways

Видео Don’t Miss the Deadline: 1099s, W-2s & Payroll Filings канала Nadia Rodriguez, CPA, CTC