Preparing Forms 1099-MISC & 1099-NEC for 2026 : OBBBA Reporting, Electronic Filing, Backup Withholding & Penalty Avoidance

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Date: September 17, 2026 | Time: 01:00 PM (ET)
Duration: 120 Minutes | Speaker: Patrick A Haggerty, EA
Certification: SHRM & HRCI Credit – 2 | NASBA –CPE Credits = 2.0

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Category: Live Webinar

Description

This webinar covers the latest updates for Form 1099-MISC and Form 1099-NEC, including OBBBA changes to reporting limits, qualified tips, and qualified overtime. Furthermore, we will explain specific reporting rules for different payment types and payees, along with key filing methods and tax withholding rules.

Additionally, the session covers filing due dates and penalties for late returns. You will also learn practical steps to avoid penalties, including how to request penalty waivers for reasonable cause.

Why Attend

The IRS is adding staff and upgrading technology to catch mistakes and close the tax gap. As a result, penalties for missing rules go up every year. Therefore, you must fill out 1099 forms correctly, file them on time, and follow basic review steps to protect your business.

To stay compliant, businesses must know which form to use for each payment and when to send them. Moreover, you need to verify what information to list, how to fix errors, and when to hold back taxes for a payee. Finally, following these standard review steps protects your business from penalties even if a form has an error.

Additionally, IRS rules require online filing if you submit 10 or more forms of any type. Since the IRS is replacing the older FIRE system after 2026, this session gives you the latest updates to help you prepare for 2026 and beyond.

After this webinar, you will:

Be fully prepared to file Form 1099-NEC and Form 1099-MISC.
Understand the new electronic filing rules for 2026 forms filed in 2027.
Know exact due dates to send and file your tax forms.
Spot reportable payments and payees so you know when a 1099 is required.
Use the IRIS online system and apply for an IRIS Transmitter Control Code (TCC).
Avoid common 1099 errors and fix them quickly if they happen.
Use Form W-9 correctly to identify who gets a 1099.
Handle backup tax withholding rules and IRS notices.
Follow simple verification steps to keep your business safe from penalties.
Apply payment card rules correctly to your 1099 reports.

Areas Covered

Information Returns: 2026 updates to Forms 1099-MISC and 1099-NEC.
Reporting and filing rules for 2026 forms filed in 2027.
Guide to Information Returns: What they are and how to use them.
Forms 1099-MISC, 1099-NEC, and 1096: Identifying reportable payments and payees.
Steps to prevent and fix common 1099 errors.
Taxpayer Identification Number (TIN) basics and picking the right number.
Form W-9: Identifying reportable vs. non-reportable payees.
Simple review steps to prevent or lower IRS penalties.
Penalties for late or incorrect 1099 filings.
Rules that help you qualify for penalty waivers.

Who Should Attend

CFOs and Controllers
Accounts Payable and Accounting Managers
Accounts Payable Staff
Business Owners and Employers
Purchasing Managers and Procurement Teams
Public Accountants, CPAs, and Enrolled Agents

Speaker

Patrick A Haggerty, EA

Patrick Haggerty is a tax practitioner, author, and educator. His work experience includes non-profit organization management, banking, manufacturing accounting, and tax practice. He began teaching accounting at the college level in 1988.

He is licensed as an Enrolled Agent by the U. S. Treasury to represent taxpayers at all administrative levels of the IRS and is a Certified Management Accountant. He has written numerous articles and a monthly question and answer column for payroll publications. In addition, he regularly develops and presents webinars and presentations on a variety of topics including Payroll tax issues, FLSA compliance, and information return reporting.

Certifications

Pedu is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please portal.shrm.org.

This Program has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™, and SPHRi™ recertification through HR Certification Institute®. (HRCI®).

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NASBA –
CPE Credits = 2.0

“In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.”

Pedu is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.

Pedu Courses and Webinars or any Education published “Articles & Materials” strictly follow the standards and guidelines of the Professional Credit / CEU Providers and Well Researched before publishment.

Pedu doesn’t support any Fake – News, Articles, or Compliance updates; Our Industry Experts are highly verified and recognized, and their Pre-publishment is verified via our experts and fact-checkers.

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