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IRS Reporting Requirements: 1098s, 1099s, TINs, Backup Withholding & Recent FATCA Updates Webinar
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When: Archive only
2:00 - 3:30 p.m.
Where: In Your Credit Union
Contact: Leah Redding

Online registration is closed.
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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



    • Latest IRS forms and instructions

    • IRS reporting checklist

    • Recent FATCA guidance

    • Employee training log

    • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.


Who Should Attend?

This informative session is designed for CEOs, CFOs, accounting staff, compliance staff, operations staff, internal auditors, and anyone with credit reporting responsibilities.

About the Presenter – David A. Reed, JD, Reed and Jolly, PLLC
Attorney, author, consultant, and nationally-recognized speaker, David Reed is a partner in the law firm of Reed and Jolly, PLLC.  He provides guidance to financial institutions on establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance.  His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections. 

A former trial attorney and vice president and general counsel of a large credit union, David is particularly known as an expert in the areas of operations, bankruptcy, and collections.  He has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy.  He also serves as editor of several industry manuals.

Educational Investment:

Asset Size Archive Only
Over $75 million


$25 - $75 million


Under $25 million


Education Scholarship:

Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $25M, 50% for credit unions between $25-$75M and 25% for credit unions over $75M.



Upon registration, you will receive an email confirmation that you can print for your records.