The Information Jungle – Making Sense of Information Reporting

Tuesday, October 17, 2023 · 2:00 – 3:40 PM ET

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Continuing Education

CPE Program Knowledge Level: Overview
2 CPE Credit; NO prerequisites or advance preparation
CTEC Course #: 3022-CE-0162
IRS/RPO Approved Program
#7ZBUJ-T-00113-23-O (Online/Group) Live (Group-Internet Based)
#7ZBUJ-T-00113-23-S (QAS Self Study) Archive
Federal Tax Law (2 Hours)

Program Content

This online learning program, presented as a live webcast, will be also archived for QAS Self Study. The program will be available for viewing for 12 months after the live webcast. A panel of IRS and industry experts will present the content during a live, interactive discussion, where participant questions can be submitted. Questions will be answered live on the program or posted on the Resources page.

The program, through a lively round-table discussion and real time interaction with the audience, examines the plethora of information returns and how they affect a client's tax return. The program will focus on some of the more common returns, who files, where they are filed, and how taxpayers report that information on their own returns. Panelists also will examine the difference between electronic filing and paper returns, and avoiding duplication when filing different information returns.

By the end of the program, participants will have a practical understanding, through accurate, current, and effectively designed communications, of the purpose and filing requirements for information returns and the proper reporting of the contents of those returns by taxpayers.

Program Learning Objectives

  1. Identify what is reported on information returns.
  2. Identify who is required to file information returns.
  3. Identify how taxpayers receiving copies of the returns report the information on their returns.
  4. Identify the information returns that must or may be filed electronically and the option to file paper return.

Program Outline

  • The More Common Information Returns
    • What Are Information Returns
    • W series
    • K series
    • 1098 series
    • 1099 series
    • Reporting by Brokers and Agents
    • Other Information Returns

  • Filers of the Returns
    • Who Is Required to File the Return
    • Type of Information Reported
    • Where the Return Is Filed
    • Due Date of Return

  • For Recipients of the Returns
    • What Does the Return Mean
    • What Does the Recipient Report
    • What To Do if Recipient Disagrees with Information Reported

  • Electronic Filing
    • The IRS FIRE system
    • Forms That May Be Filed Electronically
    • When Electronic Filing Is Required

  • Avoiding Duplication
    • The tricky world of the 1099-K



Alan Pinck, EA
A. Pinck & Associates

Alan Pinck is an Enrolled Agent with over 30 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual, small business tax preparation and audit representation. You have seen Alan presenting at NTPI events, CSEA Super Seminar, Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in audit, Alan has obtained tremendous insight of the audit process as well as knowledge on a wide variety of tax issues.

IRS Panelist

Coming soon!

Industry Panelists

Coming soon!

Content Consultant

David F. Windish, J.D., LL.M
Content Consultant

David F. Windish, J.D., LL.M. in taxation, is a tax attorney and consultant. He has served as an instructor of tax-advantaged investments at the New York Institute of Finance; an Instructor of business law at the U.S. Merchant Marine Academy, Kings Point, N.Y.; and an adjunct professor at George Mason University, Fairfax, Va. He has also served as executive editor for Tax Analysts; managing editor for Business Strategies, published by CCH; and senior editor for the Institute for Business Planning.

Mr. Windish is the author of Practical Guide to Real Estate Taxation, published by CCH and currently going into its sixth edition. Earlier works include Tax Advantaged Investments and Investor's Guide to Limited Partnerships, both published by the New York Institute of Finance. Through the Center for Video Education, he authored continuing education courses dealing with real estate and closely held corporations. Those courses included readings, case studies, and videotape segments.

Mr. Windish is a graduate of Rutgers University Law School and the New York University School of Law, Graduate Division. He has been heard as a guest speaker at professional meetings and seminars and on popular radio programs.

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