New Form 1099 Reporting Requirements: 2026 Compliance Update

1099 filing season is approaching, and now is the time to review your vendor information to ensure everything is in order come January.

Getting ahead on preparing 1099 forms will save you time and reduce stress as the deadlines approach. This webinar explains key requirements for 2026 filing, including updates, e-filing rules and important deadlines to help your business stay compliant.

In 2025, the OBBB created new limits for the 1099 NEC and 1099-MISC starting in 2026. It also reversed Third Party PSE’s requirements for the 1099-K. Further, the IRS created the 1099-DA for brokers to report crypto-currency and other digital transactions. Other recent changes have been made to filing requirements, TIN Matching and other procedures. In the webinar we will go over these latest additions and changes from the IRS. We will discuss several of the most common 1099s in detail, as well as provide general descriptions of all other 1099s.

There are other issues you need to consider to complete your knowledge of 1099s. Which attorney’s fees go on which 1099s? When do deceased employee’s wages go on 1099s vs W2s? When do Federal and State income tax need to be withheld from 1099 payments?

Join Mark Schwartz in this highly informative and up-to-date webinar find out all of these requirements and more.

Why should you attend?

There are over 20 different types of 1099s the IRS requires you to report certain payments on. DO you know when to use them, and what payments go where on each form? Learn the ins and outs of 1099 filing requirements in this must-attend session. In this webinar we discuss:

The One Big Beautiful Bill and its new 1099 requirements
Latest Form 1099-NEC, 1099-MISC, 1099-K, 1099-DA and any changes to other 1099 form reporting requirements with specifics.
Reminders and details about Due Dates, E-filing, TIN online Matching, FIT withholding requirements
What attorney’s fees go on the 1099-NEC or the 1099-MISC
When payments made to the estate of a deceased employee go on 1099s
Penalties for non-compliance
Best Practices and frequent questions

What you'll learn?

The following 1099s will be discussed in detail as to types of payments reported, which business have to issue them, who general receives them and other details:

1099-A - Acquisition or Abandonment of Secured Property
1099-B - Proceeds from Broker and Barter Transactions
1099-C – Cancellation of Debt
1099-K - Payment Card & Third-Party Network Transactions
1099-MISC – Miscellaneous Information
1099-NEC – Non-Employee Compensation
1099-R - Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, etc
1099-DIV, 1099-OID and 1099-INT – Investment related 1099s

Information covered in the presentation:

Review your 1099 reporting procedures from compliance
Explain what payments go on which 1099s
Prepare for the upcoming 2025 and 2026 requirements for the 1099- and 1099-DA
Analyze your company’s major risks in the 1099 process
Discuss with your AP department the proper recording of payments on 1099s

Who Will Benefit:

HR Managers
Payroll Managers
A/P Managers
A/P Staff
Finance Executives
Tax Professionals
Accounts Payable and Finance Department Staff
Third Party Payment Settlement and Processing Agencies

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