Event Calendar
Prev MonthPrev Month Next MonthNext Month
Use of IRS Information Return Forms 1099-NEC, 1099-MISC, 1096, and information return filing requirements in California - Orange County South Chapter Virtual Meeting 11.15.21
Monday, January 17, 2022, 6:00 PM - 8:00 PM PST
Category: Chapter Meetings

Use of IRS Information Return Forms 1099-NEC, 1099-MISC, 1096, and information return filing requirements in California
Orange County South Chapter Virtual Meeting

Date:

Monday, January 17, 2022
6:00 PM to 8:00 PM

Location:

Online Meeting via Zoom
This will be a Zoom Meeting. Once you register and pay the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Description:

We will discuss use and completion of IRS Form 1099-NEC, Non-Employee Compensation, and 1099-MISC, Miscellaneous Information, and the use, completion, and submittal of Form 1096, Annual Summary and Transmittal of U.S. Information Returns. We will also discuss The Taxpayer First Act of 2019, which authorized the Department of the Treasury and the IRS to issue regulations that reduce the 250 return requirement for 2021 Tax Returns.

Speaker:

Jerrie Muir is an Enrolled Agent who previously worked for the Internal Revenue Service as a Tax Auditor, Internal Revenue Agent, and Stakeholder Relationship Tax Consultant. Jerrie has taught income tax, QuickBooks, and accounting classes at a number of Southern California community colleges. He has served in the U.S. Marine Corps and U.S. Army, and is a U.S. Army War College graduate.Jerrie has over 25 years of teaching and tax preparation experience in the U.S., and overseas at military installation and U.S. Embassies. His focus is tax preparation for the self-employed taxpayer. Jerrie also has experience with preparation of individual tax returns with the Foreign Earned Income Exclusion, Foreign Tax Credit, and military related tax provisions.Jerrie can help you meet your federal and state tax obligations, file any required tax returns, and if needed, audit representation before the Internal Revenue Service and Franchise Tax Board.

CPE Information:

1 California hours (Topics covering California law issues)
1 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01607-22-O
CTEC: 1000-CE-5012

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Member Registration Fee : $20
Non-Member Registration Fee: $50


This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.

Contact: Jerrie Muir - [email protected] or 9496336378