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The rush of April 15 is over, but for many tax professionals, the real headache has just begun: reconciling the mess of 1099s found during tax season. This session, led by 'The 1099 Guy' Jason Dinesen, dives into the complex world of LLCs and the ever-changing landscape of the One Big Beautiful Bill Act (OBBBA). We will address the 'Disregarded Entity' trap, the retroactive threshold changes for 1099-K (PayPal/Venmo), and the new 2026 e-filing mandates. This isn't just a 'how-to'—it’s a 'how-to-fix' session designed for the post-deadline cleanup.
We will dive deep into why "Disregarded Entities" cause the most 1099 errors, how to handle the retroactive threshold changes for payment apps, and the mandatory 2026 e-filing requirements. If you found errors on your clients' books this tax season, this is your roadmap to fixing them before the IRS sends a notice.
• Identify the correct reporting name and TIN for various LLC structures (Single Member vs. Multi-Member).
• Navigate the 1099-K 'Payment App' confusion: Reconciling personal vs. business transactions under the $20,000 OBBBA threshold.
• Execute the new 2026 E-filing requirements and understand the IRIS portal mandates.
• Apply penalty mitigation strategies for late or corrected 1099s discovered after the April 15 individual deadline.
• The LLC Trap: Why an EIN on a W-9 is often the wrong number to use for a single-member LLC.
• Payment App Reality Check: Sorting through the mess of Venmo, PayPal, and Zelle payments under the $20,000 OBBBA rules.
• E-Filing for Everyone: The "10-form" threshold is here—why almost every business is now legally required to e-file in 2026.
• The "One Big Beautiful Bill Act" (OBBBA): A plain-English breakdown of how this 2025/2026 law changed your workflow.
• Backup Withholding: The 24% rule you can’t afford to ignore when a contractor refuses to provide a TIN.
• CPAs & Enrolled Agents: Looking to resolve issues found during the 2025/2026 filing season.
• Bookkeepers: Who manage vendor payments and W-9 collection throughout the year.
• Small Business Owners: Who paid contractors via apps and are worried about upcoming IRS audits.
• Tax Managers: Needing a 2026 compliance update on the OBBBA's impact on information returns.
Jason Dinesen is a taxation specialist and one of most experienced keynote speakers on Clatid. He currently has the record of conducting most successful taxation sessions with us. He is the President of Dinesen Tax & Accounting, P.C., a public accounting firm in Indianola, Iowa. He prepares over 200 tax returns every year and deals with a variety of situations ranging from individual taxes to business taxes. He has been presenting amazing training sessions since 2012.
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.”
Clatid 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.
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