During this webinar, we will cover all the 1099 Int reporting from the account set up to the IRS report. Learn how an account setup can cause you problems with interest reporting, fines, and penalties. This webinar covers from the front of the house to the back office issues.

Learning Objectives:-

• How does the IRS read names
• Taxpayer Identification Match at the IRS
• B Notices
• Who is exempt from backup withholding and how do we code these
• Hispanic names and challenges
• Asian names and challenges
• Sole proprietorships and single-member LLCs
• Formal trusts
• When your customer marries and divorces

Who Should Attend:-

• Deposit Operations
• Deposit Compliance
• Branch Administration
• New Accounts Representatives
• Bookkeeping and audit.