.5 CPE This course is a premium course it can be accessed either by individual purchase or through a premium subscription
Purchase this course | $18
Accounts Payable (AP) Specialists may not be involved in the annual 1099 reporting but they should understand the process: it starts with a correctly completed and signed W-9 form.
This course covers the basics of form 1099, including identifying the Vendors that should receive a 1099, how to determine the amounts to be reported, the reasons why one may not be sent to an identified vendor, the reporting categories, and when and to whom 1099’s should be sent.
Although the task of sending 1099’s is only done once a year, there are steps that can be performed throughout the year to ensure accuracy of the final reporting.
This course also introduces form 1096 and covers the steps to be taken if a B Notice is received from the Internal Revenue Service (IRS).
Learning Objectives
- Explore what 1099 forms are and which vendors they should be sent to.
- Recognize the different types of 1099 forms.
- Identify the amounts to be reported on a 1099.
- Discover the importance of auditing the 1099 data.
- Explore Internal Revenue Service (IRS) form 1096 and B Notice forms.
Last updated/reviewed: March 21, 2024
Included In Certifications
This course is included in the following Certification Programs:
13 CoursesAccounts Payable Certification
16 CoursesAccounts Payable Management Certification
31 Reviews (115 ratings)
Reviews
Anonymous
(Bookkeeper)
This is a great introductory course for anyone who is not familiar with the 1099 process. The slides were clear and enhanced the material. The summary of key takeaways was helpful. My only complaint was that the instructor sounded like they were reading from a piece of paper and talked very quickly.
Cynthia Lam
(Executive Director, Corporate Controller at CytomX Therapeutic Inc)
This is a good overview course about preparing and filing 1099 form. However, it is a bit confusing when some of the course material/slides downloaded from this course is different from those shown on the video or it is not updated.
Antonio Nunez
(Lead Accounts Payable Coordinator at Health Care District of Palm Beach Count..)
Very well put together lesson on the basic process of 1099's. Perfect timing, as I am training in the process this week. Looking forward to diving in head first with the knowledge I have gained here.
Anonymous
(Staff Accountant)
i learned a lot about 1099. I did not have any knowledge about 1099's i just knew like it was needed to send this form to a kind of "freelance" doing business with the company.
Anonymous
(Accounting Clerk)
Wanted a bit more information of why when C and S crop are selected, they are not 1099 eligible, even if under the LLC option, C and S are selected the same rules apply.
Anonymous
(Account Payable)
This course will help you to understand the function of a 1099 and what information is involved when dealing with a vendor. Very informative and detailed.
Anonymous
(Accounts Payable Specialist)
Thank you Anne for the details regarding the 1099s, while this doesn't currently all under my responsibilities, it is nice to know some of the basics.
Bibiana Bernadez
(Accounts Payable Specialist at BDMS Consulting LLC)
THANK YOU!!!! The course has been very helpful. I knew the practice of AP, now I have the theory. I highly recommend this course.
Anonymous
(Accounts Payable Specialist)
Very short concise overview of 1099 filing requirements and potential penalties for incorrect or incomplete filings.
Pamela LaPlaca, CPA
(Controller at EG USA)
This class tells you exactly what you need to know about 1099's. I appreciated the 30 minute timeframe.
Anonymous
(CPA)
The course was basic and informative. However, the PDF document was not detailed to the actual slides.
Anonymous
(CFO)
would have liked more information on best practices and how to respond to IRs; it was pretty short too
Anonymous
(Director, Compliance and Insurance)
excellent short course for those not familiar with 1099 basics. well presented and engaging speaker.
Cassidy Zhou
(Account Clerk II at EBMUD)
easy to understand from the introduction and it is a very helpful course for you knowing about 1099
Anonymous
(AP Clerk)
Course was concise and informative. Would recommend if trying to understand the basics of the 1099
Momnica Tucker
(AP Suppervisor at WInstead PC)
I enjoyed how the instructor broke down the 1099 process and some do's and don'ts on this process.
Anonymous
(N/A)
This is a good introductory course for 1099's. The course includes much useful information.
Anonymous
(Controller)
For all industry accountants who issue 1099s, I recommend a course like this before January!
Melissa Caddell
(Staff Accountant - AP Specialist at Siegfried USA LLC)
Course should be updated for the new 1099-NEC form that works with the 1099-MISC now.
Anonymous
(Corporate Staff Accountant)
The course was great and very informative however the information is from 2017.
Anonymous
(Accounting Specialist)
Good information for the beginner. 1099's are a very important part of filing.
Anonymous
(Accounts Payable Clerk)
I Liked the details and functions of a 1099. I know now the meaning of a 1099.
Tammy Blackwell
(Purchasing Specialist at Randolph-Macon College)
This course was right on time, good information that was easy to understand.
Anonymous
(Accounts Payable Specialist)
This is a very informative course for basic IRS forms AP specialist use.
Cynthia Edinger
(AP at Bandera Electric Cooperative)
I did learn more about the 1099 and where to go if I have questions.
Anonymous
(AP Coordinator)
Have not worked with 1099's yet. Good basic understanding of a 1099.
Anonymous
(Director of Operations)
I believe this course needs to be updated to include Form 1099-NEC.
Anonymous
(Accountant)
Accounts Payable Specialists will get the most of of this course
Anonymous
(Senior Accountant)
Brief and concise. I think this should benefit the tax team.
Anonymous
(Senior Finance Operations Associate)
great and detailed descriptions for w9 and 1099 for ap
La'Aundra Daniels
(Data Entry Clerk at PSS Industrial)
everything was very detailed yet simple to understand
Prerequisites
Course Complexity: Intermediate
It is recommended to take the following courses prior to taking this one: "The Vendor Master – Creating a Solid Foundation for AP Processing" and "A deep Dive into Accounts Payable Operations".
It is recommended to take the following courses prior to taking this one: "The Vendor Master – Creating a Solid Foundation for AP Processing" and "A deep Dive into Accounts Payable Operations".
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
courses@illumeo.com.
Course Questions and Answers1 Question
Anne WheelerOwner of CS Process Flows - Consulting and Project Management
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very good