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Upcoming League Events


Webinar: IRS Reporting Requirements:   1098s, 1099s, TINs, Backup Withholding & Recent FATCA Updates


Effective September 30 online registration will be temporarily unavailable while we upgrade our website. Beginning on Wednesday, October 1, to register for an event: Please complete the registration form and send to The League via:


Tuesday, November 18, 2014

2:00 - 3:30 pm CST


Speaker: David Reed, Reed & Jolly, PLLC


About the Program

It has been said that no job is finished until the paperwork is done and that is certainly true for your institution and its IRS reporting responsibilities. Your members need to know that you are complying with all the applicable rules and timelines in this essential operational area. As the end of this tax year approaches, make sure you understand all the guidelines, deadlines, and forms that affect the IRS reporting requirements. This year there are new requirements imposed by the Foreign Account Tax Compliance Act (FATCA) and the IRS has issued important guidance relating to reporting compliance.


  • Guidelines for determining reporting requirements
  • Backup withholding issues
  • Obtaining taxpayer identification numbers (TINs)
  • IRS forms and procedures
    • 1098
    • 1099-A & C
    • 1099-INT
    • 1099-MISC
    • 1099-R
    • 1042
  • Reporting deadlines
  • FATCA update

Related Files
Printable Brochure (Adobe PDF File)

Related Links
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