Information Return Intelligence

Episode 14: 5 Ways to Make 1099 Filing Even Smoother Next Year

Jason

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0:00 | 7:13

he January 31 deadline for Form 1099-NEC filing has passed—but that doesn’t mean it’s time to stop thinking about information returns.

In this episode of Information Return Intelligence, Jason Dinesen breaks down five practical things organizations should do right now to strengthen their 1099 and information return process for the rest of 2026 and beyond.

If you only do one thing, Jason explains what it should be—and why it solves more 1099 problems than almost anything else.

In this episode, we cover:

Why Form W-9 is your best friend in 1099 compliance

How new Treasury regulations treat cloud transactions (including SaaS)

What to review in your 1099 e-filing process, including FIRE vs. IRIS

Common pain points with state 1099 filings and how to manage them

Why written procedures matter—for efficiency and penalty protection

This episode is ideal for:

AP professionals

Tax professionals

Payroll and compliance teams

Anyone responsible for issuing Forms 1099 or 1042-S

Whether you’re cleaning up after filing season or planning ahead for the next one, this episode will help you avoid common mistakes and tighten your compliance process.

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