Preparing for Year-End Form 1099 and Form 1042 Reporting: Why October or November is the Time to Start
colin brien colin brien

Preparing for Year-End Form 1099 and Form 1042 Reporting: Why October or November is the Time to Start

October and November are the ideal months to get ahead of Form 1099 and 1042 reporting. Starting early helps you identify reportable payees, validate tax documentation, and ensure your systems are ready before year-end pressures hit. With changing IRS rules and evolving filing platforms, early preparation is the simplest way to avoid errors, reduce stress, and ensure a smooth reporting season.

Read More
IRS Filing Extensions for Forms 1099, 1042, and 1042-S: Key Updates for 2025
1099, 1042, 1042-s, Extensions colin brien 1099, 1042, 1042-s, Extensions colin brien

IRS Filing Extensions for Forms 1099, 1042, and 1042-S: Key Updates for 2025

As year-end approaches, businesses must keep pace with evolving IRS filing and extension requirements for Forms 1099, 1042, and 1042-S. This guide summarizes the essential filing dates, extension procedures, and penalty structures for the 2025 reporting season—helping filers stay compliant and avoid costly errors.

Read More
IRS Draft Form W-9 (Jan. 2026) Release: Highlights and Impacts
colin brien colin brien

IRS Draft Form W-9 (Jan. 2026) Release: Highlights and Impacts

On September 17, 2025, the IRS released a new draft of Form W-9 (Rev. January 2026). The primary changes focus on improving the collection of Taxpayer Identification Numbers (TINS) from sole proprietors and disregarded entities – areas that historically created challenges for both payors and payees.

The draft also introduces a new certification line and exempt payee code for U.S. digital asset brokers, aligning with recent regulatory developments and the implementation of Form 1099-DA reporting requirements.

Read More