Return filing

Information returns, tax returns and third-party payer arrangements.

Information returns

• Information returns
• Information return reporting for federal agencies

Tax returns

• My organization needs to file a tax return
• Requirements for furnishing Form 1099-G electronically
• Truncated taxpayer identification numbers
• When would I provide a Form W-2 and a Form 1099 to the same person?

Third party payer arrangements

• Third party payer arrangements – Payroll service providers and reporting agents
• Third party payer arrangements – Professional employer organizations
• Third party payer arrangements – Section 3504 agents