webinar

The 1099 Playbook: The Questions We Hear Every Year, Answered Under Today's Rules

Thursday, October 15th | Noon Eastern

For the first time since 1954, the 1099 reporting threshold is moving. Some of the most common 1099s are going up from $600 to $2,000. If you apply that change a year early, or assume it means you can stop collecting W-9s, you'll create a bigger problem than the one you solved.

In this session, two of Rea's lead accounting specialists walk through what's changing, what isn't, and the handful of mistakes they see repeat every single January. You'll get the plain-language version: who has to issue a form, who's supposed to receive one, which form and which box, and what to do between now and January 31 while you still have runway.

Meet Your Presenters

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Marie Iszory

Lead Accounting Specialist | Rea

Marie has spent six and a half years at Rea working across payroll, bookkeeping, and year-end accounting for clients in not-for-profit, construction, and manufacturing. She ran all 1099 preparation for Rea's Lima office when it was still a manual process spread across multiple software platforms, and now helps shape the 1099 process the entire firm runs on.

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Sheri Petty

Lead Accounting Specialist | Rea

Sheri was handed an entire office's 1099 filings during her first year at Rea, then took over the process for the firm's full Northeast region. She manages a book of monthly and tax-ready accounting clients and oversees the workload for Rea's international team.

Register Now

Learn the thresholds, filing requirements & deadlines to avoid 1099 penalties.

What you'll learn

  • Who has to issue 1099s, and who actually receives one

  • What the new $2,000 threshold changes (& when it takes effect)

  • Why the W-9 still matters more than the threshold

  • NEC vs. MISC, and the 2 mistakes that repeat every year

  • Filing deadlines, per-form penalties & the FIRE system shutdown

  • A year-end checklist to run before January 31