Shows
The Clinton Donnelly ShowNew IRS Form 1099-DA in 2026: What Every Crypto Investor MUST Know!đ± WTF is 1099-DA? This NEW crypto tax form drops in January 2026âand if you miss it, you will get a nastygram from the IRS. Hereâs what it means, how it compares to 1099-K & 1099-B, and why your next Coinbase report could trigger an audit.đŻ In this video:- What is IRS Form 1099-DA- Key differences from 1099-B, 1099-K & consolidated 1099s- What happens if you ignore one of these forms- Why missing one box could cost you thousands in tax penalties- How to audit-proof your crypto reports BEFORE tax seasonđ Free crypto tax course â https://www.youtube.com/playlist?list=PLlRL1XYAz...2025-06-2402 min
Accounting in the WildThe Big Beautiful Bill: Major 1099 Reporting Changes Explained (Plus an Update on the IRS FIRE System)In this solo episode, Jason Dinesen dives into the proposed 1099-related changes in the so-called Big Beautiful Bill. From raising the reporting threshold to resetting Form 1099-K rules, this episode covers whatâs really in the legislationâand what it means for you.Topics covered:Proposal to raise the $600 threshold to $2,000 starting in 2026Return of the 200 transaction / $20,000 rule for Form 1099-KNew reporting form for auto loan interestThe planned phase-out of the FIRE system by December 20261099 history trivia to impress your tax friendsWhether you're an a...2025-06-1726 min
MoneyRx for CRNAsFinding Freedom Through 1099 Work with Alesia Quante (Originally Aired 6/12/24)This episode is a re-release of host Brett Fellowsâ inspiring interview with Alicia Quinte, CRNA and founder of the 1099 Success Academy. Originally aired in 2024, this episode delves into Aliciaâs journey from a W-2 employee to a flourishing 1099 freelancer while living an adventurous life aboard a sailboat. [02:46] Alicia's Journey to 1099 Work[06:00] Navigating the Transition from W-2 to 1099[10:28] Building and Growing the 1099 Success Academy[21:59] Expanding Opportunities for CRNAs[24:13] Benefits of 1099 for CRNAs[32:44] Financial Planning Strategies for CRNAsFor more information and resources related to this episode, pleas...2025-05-1445 min
Putting the AP in hAPpyEpisode 337: April 2025 Changes to the 1099-MISC and 1099-NECOf course â the IRS has updated the 1099-MISC and 1099-NEC again effective for reporting Tax Year 2025 payments to your vendors. Itâs not that bad thoughâŠ.Keep listening. Check out my website www.debrarrichardson.com if you need help implementing authentication techniques, internal controls, and best practices to prevent fraudulent payments, regulatory fines or bad vendor data. Check out the Vendor Process Training Center for 116+ hours of weekly live and on-demand training for the Vendor team.  Links mentioned in the podcast + other helpful resources:  Training: From an Accounts Payable Persp...2025-05-0816 min
Financially Confident ChristianWhy did I get this 1099? What it means and how to avoid costly mistakesEver gotten a 1099 form and felt your heart drop faster than a lead balloon? Youâre definitely not alone! Today, weâre diving into the wild world of 1099 formsâwhat they mean, why you got them, and how to tackle them without losing your mind. Understanding these forms is crucial for keeping your taxes in check and avoiding those pesky penalties. So, whether youâre a freelancer drowning in paperwork or just trying to figure out what the IRS is up to, stick around! Weâre here to make this tax stuff a whole lot clearer, and maybe even a bit fun...2025-02-1738 min
Dr. Friday Tax Tips1099 Filing Requirements: Stay IRS CompliantThe 1099 filing deadline has passedâdid you file yours? Businesses must issue 1099-NEC, 1099-MISC, and 1099-INT forms for payments over $600. However, corporations with âInc.â in their name are exempt. Ensure compliance to avoid IRS penalties. Need help? Call Dr. Friday!
Transcript:
Gâday, Iâm Dr. Friday, president of Dr. Fridayâs Tax and Financial Firm. To get more info, go to www.drfriday.com. This is a one-minute moment.
The 1099 filing deadline has passed! Make sure youâve sent out all required forms, including 1099-NEC, 1099-MISC, and 1099-INT. Businesses must issue 1099s for any paymen...2025-02-0400 minDr. Friday Tax & Financial Firm, Inc.1099 Filing Requirements: Stay IRS CompliantThe 1099 filing deadline has passedâdid you file yours? Businesses must issue 1099-NEC, 1099-MISC, and 1099-INT forms for payments over $600. However, corporations with âInc.â in their name are exempt. Ensure compliance to avoid IRS penalties. Need help? Call Dr. Friday!
Transcript:
Gâday, Iâm Dr. Friday, president of Dr. Fridayâs Tax and Financial Firm. To get more info, go to www.drfriday.com. This is a one-minute moment.
The 1099 filing deadline has passed! Make sure youâve sent out all required forms, including 1099-NEC, 1099-MISC, and 1099-INT. Businesses must issue 1099s for any paymen...2025-02-0400 minDr. Friday Tax & Financial Firm, Inc.1099 Filing Requirements: Stay IRS CompliantThe 1099 filing deadline has passedâdid you file yours? Businesses must issue 1099-NEC, 1099-MISC, and 1099-INT forms for payments over $600. However, corporations with âInc.â in their name are exempt. Ensure compliance to avoid IRS penalties. Need help? Call Dr. Friday!
Transcript:
Gâday, Iâm Dr. Friday, president of Dr. Fridayâs Tax and Financial Firm. To get more info, go to www.drfriday.com. This is a one-minute moment.
The 1099 filing deadline has passed! Make sure youâve sent out all required forms, including 1099-NEC, 1099-MISC, and 1099-INT. Businesses must issue 1099s for any paymen...2025-02-0400 min
Unofficial QuickBooks Accountants PodcastDeep Dive: 1099 WizardDan DeLong joins Alicia to explore QuickBooks Online's enhanced 1099 preparation tools, including the new automated "Let QuickBooks Prep for Me" wizard launching in 2025. They break down the critical components of 1099 compliance, discuss pricing changes, and share valuable tips for both manual and automated filing methods. SponsorsBluevine - https://uqb.promo/bluevine Settle - https://uqb.promo/settleTeamUp - https://uqb.promo/teamup(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:43) - Dan DeLong's Background and Experience
(03:12) - The Importance of 1099s
(04:58) - Complexities of 1099 Forms
(09:22) - Gathering Recipient...2025-01-231h 07
From Chaos to Clarity: Unleash Your Business PotentialEverything You Need to Know About 1099 Forms: Top FAQs Answered Summary: In this episode, I discusses the essential aspects of the 1099 form, particularly the 1099 NEC, which is crucial for independent contractors and freelancers. I explains the differences between the 1099 and W-9 forms, the responsibilities of business owners in issuing 1099s, and the importance of accurate tax reporting. The conversation also covers common FAQs, best practices for tax compliance, and resources available for business owners to navigate tax season effectively. Â Questions we answered: What is the 1099 form? Who should get a 1099 from my business? Who should not get a 1099 Are the 1099 and W9 the same form? Do I give myself a...2025-01-2329 min
Student Loan Planner1099 by Day, W2 by Law: When Your Boss and the State DisagreeWhatâs the real difference between being a 1099 contractor and a W2 employee? And who actually decides which one you are â your employer or state law? Financial planner Kathleen Boyd, CFPÂź, CSLPÂź, CBDA, joins us to unpack the distinctions between these classifications and what they mean for your career, finances, and legal obligations. Youâll learn the IRS guidelines that determine your status, the pros and cons of each, and how being 1099 or W-2 impacts your retirement savings, tax planning, and benefits like Social Security and Medicare. Plus, weâll discuss unique situations like earning both W-2 and 1099 income from locum...2025-01-1037 min
Legally LegitÂź Podcast189. The 1099 Breakdown: MISC, K, and NEC Forms Explained for EntrepreneursIf you work with independent contractors, this episode is a must-listen. With 1099 forms due on January 31st, itâs crucial to understand the differences between 1099-MISC, 1099-NEC, and 1099-K, so you can avoid any costly mistakes or trouble with the IRS.Iâm joined by Brittney Suttle, a CPA and founder of Knies & Co., a virtual CPA firm. Brittney breaks down everything you need to know about preparing and filing your 1099s, including who needs to receive one, how the updated tax laws affect you, and what to do if there are mistakes.What Youâ...2025-01-0750 min
QB Power Hour PodcastI Got 1099 Problems But a Workflow Ain't OneNancy McClelland and Rich Kane join us to chat about ways to make 1099s a part of your monthly client services using Keeper.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and CPE Credit...2025-01-071h 06
Cosmetology School Accounting - A Mini-Podcast SeriesEverything Cosmetology Schools Need To Know About 1099'sIn This Episode, Youâll Learn:
What is a 1099?
- Explore the purpose of the 1099 form and why itâs essential for non-employee compensation.
- Learn how the 1099-NEC (Non-Employee Compensation) replaced the older 1099-MISC for services.
Who Gets a 1099?
- Discover which independent contractors and unincorporated vendors qualify.
- Understand exceptions for corporations, law firms, and rental payments.
When to Provide a 1099
- Get clarity on the January 31st deadline for sending 1099s to vendors and filing with the IRS.
- Learn the importance of collecting W-9...2024-12-2124 min
Accountants Law Pod1099 Essentials with Jeff CroninA haunted house, but it's your office during 1099 season.
We know Halloween is past, and we don't want to scare you... but 1099 season is right around the corner! So we are bringing back some of our favorite episodes on 1099's and W9's with Jeffrey Cronin.
Jeffrey Cronin, Chief Strategy Officer at Zenwork, is back to dive into 1099's
Zenwork: https://www.zenwork.com/
CPA Transformation Podcast https://www.tax1099.com/podcast/cpatransformation/
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00:42Â Meet Jeffrey Cronin: Background and Expertise
01:41Â Diving into 1099s: Common Issues and Sol...2024-11-0753 min
Putting the AP in hAPpyEpisode 313: When Corporations Are Reportable on 1099-MISC and 1099-NECYes, payments to corporations may be reportable. In this episode weâll talk about which 1099-MISC and 1099-NEC payments are reportable and which of those forms they should be reported.  Keep listening. Check out my website www.debrarrichardson.com if you need help implementing authentication techniques, internal controls, and best practices to prevent fraudulent payments, regulatory fines or bad vendor data. Check out my new Vendor Process Training Center for 116+ hours of weekly live and on-demand training for the Vendor team.  Links mentioned in the podcast + other helpful resources:   2024-10-3112 min
Beyond The Mask: Innovation & Opportunities For CRNAsTax Strategies & Health Insurance Options for the 1099 CRNA â NCANA Session 3As a CRNA, transitioning to 1099 work can be a game-changer for your career and financial future. Sharon made this move in recent years and is sharing the experience in a series along with Jeremyâs insight on the financial side of the transition. This three-part discussion is aimed to help educate other CRNAs who are considering the move to 1099, and todayâs episode will be a bit more detailed with a focus on the tax concepts and strategies you need to know about.
Â
Hereâs some of what we discuss in this episode:
The three m...2024-10-0358 min
Small Business Tax Savings PodcastThe TRUTH about 1099 Reporting for Business OwnersSend us a textDo you know the different types of 1099 forms your business may need to file?In this episode, host Mike Jesowshek is joined by Christina Wright from Tax Bandits to discuss everything business owners need to know about 1099 forms. The conversation covers different types of 1099s, when they need to be filed, and who is required to receive them. Christina provides insights into the importance of collecting W-9 forms, staying organized with vendor payments, and filing 1099s accurately and on time. They also address changes in 1099-K requirements, discuss...2024-10-0227 minBeyond The Mask: Innovation & Opportunities For CRNAsEverything You Need to Do When You Become a 1099 CRNA â NCANA Session 2More and more CRNAs are making the decision to move from a W-2 employee to a 1099 CRNA. Sharon made this move in recent years and is sharing this experience on the podcast to help educate other CRNAs who are weighing the pros and cons. Once youâve made the decision to go 1099, how do you make sure youâre doing everything right?
Today is part two of a three-part session and weâre answering that question to make sure youâre prepared to be a 1099 CRNA. Join us as we provide a comprehensive roadmap to help you navigate...2024-09-1253 minBeyond The Mask: Innovation & Opportunities For CRNAsDoes It Make Sense for CRNAs to Go 1099? â NCANA Session 1As healthcare continues to evolve, CRNAs find themselves in a unique position â should they stick to the traditional W-2 employment model or transition to a 1099 independent contractor status? This is a trend that weâve been monitoring for a few years now, and Jeremy was able to convince Sharon to make the transition to 1099. Now we want to share the experience with you and let you know what Sharon has learned since making the change.
This is part one of a three-part session and weâre beginning with the big question in the CRNA industry: Does it make s...2024-08-2244 min
Talking Pools PodcastRudy Talks 1099 vs W2 Pool Service TechniciansText us a pool question!I'm a Pool Guy, Dammit! I'm not a Labor Law Attorney...The conversation discusses whether employees should be classified as W-2 employees or 1099 contractors. The Department of Labor has introduced a new final rule that outlines the criteria for determining worker classification. The rule focuses on factors such as the nature and degree of control over the work, the worker's opportunity for profit or loss, the skill required for the work, the permanence of the work relationship, and whether the work is part of an integrated unit of production. The conversation explores...2024-08-0233 min
Daily Mortgage Rates LIVE with The Mortgage CalculatorDaily Mortgage Rates LIVE - 07/02/2024 - 1099 LoansIn this episode of Daily Mortgage Rates Live, we delve into the specifics of 1099 loans, a unique lending solution tailored for independent contractors and self-employed individuals. Our expert hosts will guide you through the intricacies of 1099 loans, explaining how they cater to those with non-traditional income sources. Learn about the qualification process, documentation requirements, and the benefits of choosing a 1099 loan for your mortgage needs. Whether you're a freelancer, gig worker, or run your own business, this episode is essential listening to understand how 1099 loans can help you achieve your homeownership goals. Tune...2024-07-0215 min
Money Files: Wealth Over Now124 | Paycheck Series: How to Manage Your Paycheck as a 1099 ContractorNavigating your pay stub as a freelancer or 1099 contractor can feel daunting especially when youâre responsible for paying your own taxes or navigating fluctuations in pay.Today, I discuss paycheck management strategies for people who work as freelancers or 1099 contractors as a primary source of income.Â
From tax-saving strategies to creating a PTO system for yourself, I guide you through essential steps to manage your money effectively as a 1099 contractor. Whether you are new to freelancing or a seasoned contractor, this episode offers valuable insights to optimize your paychecks, prepare for the future, and...2024-05-2116 min
Daily Mortgage Rates LIVE with The Mortgage CalculatorDaily Mortgage Rates LIVE - 05/02/2024 - 1099 LoansWelcome to "Daily Mortgage Rates Live"! In this episode, we're unraveling the complexities of 1099 loans, providing essential guidance for self-employed individuals seeking to purchase a home. Join us as we explore the unique challenges and opportunities associated with securing financing through 1099 loans, offering valuable insights to empower aspiring homeowners in the gig economy.Are you a freelancer, independent contractor, or gig worker navigating the homebuying process? Traditional mortgages may pose hurdles due to fluctuating income and non-standard employment arrangements. That's where 1099 loans come into play, offering a tailored solution for self-employed individuals.Our hosts will...2024-05-0217 min
Loan Officer Training with The Mortgage CalculatorLoan Officer Training 02/13/2024 - How to Structure a 1099 LoanWelcome to another enlightening episode of "Loan Officer Training." In this installment, titled "How to Structure a 1099 Loan," we delve into the intricacies of structuring loans for individuals who are self-employed and receive income via Form 1099.Hosted by industry experts with extensive experience in mortgage lending, this episode is designed to equip loan officers with the knowledge and strategies necessary to effectively navigate the unique challenges presented by 1099 income. From understanding the documentation requirements to assessing income stability and determining loan eligibility, we cover all the essential aspects of structuring loans for self-employed borrowers.Join...2024-02-1427 min
Purposeful Profit25. Understanding 1099 Rules - Are You Issuing 1099s Correctly?In this week's episode of Purposeful Profit, I'm clearing up the confusion I see among small business owners around the requirements for 1099 reporting. And this confusion is leading to 1099's being issued for incorrect amounts, to people who should not receive one, not being issue to those who should get one.Tune into this week's episode and get the 1099 rules broken down for you in simple terms. You'll learn:âĄïž Who you should be issuing 1099âs to and who you shouldnâtâĄïž How to ensure you are applying the rules correctlyâĄïž What t...2024-02-0820 min
Know Your Worth15: How to Best Set Up 1099 ContractorsAs the business owner, itâs your responsibility to set up 1099 contractors properly and issue them the 1099s on time. A 1099 contractor is anyone you have paid $600 or more, cumulatively, for that year. Sydney shares with us everything to know about 1099 contractors so you can onboard them properly, track what youâre paying them and issue the 1099s on time. In this episode, youâll learn: 01:52 â What is a 1099 contractor?03:58 â Avoid this IRS red flag that can lead to an audit 07:13 â How business owners determine whether...2024-01-0924 min
The FaaS Evolution by GrowthLab FaaSStreamlining 1099 Season: How GrowthLab Navigates with IgnitionWelcome to The FaaS Evolution hosted by GrowthLab FaaS. This podcast is focused on how Finance-as-a-Service is transforming the accounting industry.Â
The GrowthLab team was able to draft ~200 tax EAs in about 1.5 hours and was able to draft ~220 1099 EAs in about 15 minutes. Compared to last year, the tax EAs took about 1/3 of the time and the 1099 EAs took about 1/4 of the time.
Topics mentioned in this episode:
Understanding the 1099 Season
Utilizing Ignition for Bulk Proposal Sending
Best Practices and Tips for 1099 Season
Check out Ignitions 1099 EA...2023-12-1946 min
That Money Lady PodcastEp 6 - The 411 on 1099-K: Don't Fear the Tax FormsPodcast Summary:In this episode, we dig into 1099s - specifically 1099-Ks that business owners receive from payment processors - to bring clarity to this often confusing tax form.Outlining the recent changes requiring payment processors to send 1099-Ks for over $600 in gross sales, which has now been pushed back to 2024 with a temporary $5,000 threshold. Several states do still enforce a $600 threshold however.I emphasize that while 1099-Ks can feel scary, they are mostly intended as an accountability mechanism to ensure income gets properly reported. As long as your record-keeping is thorough, a...2023-12-0421 min
Keeping it Real (Utah Edition)Carolina Paz | CĂłmo comprar una casa con ingresos 1099En la Ășltima dĂ©cada, la fuerza laboral estadounidense ha cambiado de maneras significativas. La economĂa gig ha explotado, aumentando un 31% en solo cinco años para incluir a 58 millones de estadounidenses. Estos trabajadores independientes y contratistas tienen los mismos sueños de ser propietarios de una casa como los empleados tradicionales, pero el camino hacia allĂ puede ser diferente. Este episodio presenta a Carolina Paz, una oficial de prĂ©stamos con amplia experiencia que desglosa el proceso de compra de viviendas para aquellos con ingresos 1099. Carolina comparte consejos, estrategias e historias de Ă©xito para ayudar a los trabajad...2023-11-1325 min
Unofficial QuickBooks Accountants PodcastNew Bill Pay in QuickBooks & 1099 UpdatesHector and Alicia dive into the details of Intuit's new QuickBooks Bill Pay feature, including the different subscription tiers, how it integrates with 1099 filing, and what it means for your accounting workflows.SponsorsLiveFlow - https://uqb.promo/liveflow Keeper - https://uqb.promo/keeper OnPay - https://uqb.promo/onpay(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(01:58) - QuickBooks Bill Pay Launch
(02:58) - Bill.com, Melio, QB Bill Pay Differences
(04:43) - QB Bill Pay Pricing & Features
(09:26) - QB Bill Pay & 1099s
(15:32) - 1099 Filing Requirements
(19:54) - Getting 1099s Without...2023-11-0235 min
Loan Officer Training with The Mortgage CalculatorLoan Officer Training 8/02/23: Structuring 1099 Borrower LoansWelcome to another informative episode of "Loan Officer Training." In this installment, we delve into the critical topic of "Structuring 1099 Borrower Loans." As seasoned loan officers and aspiring professionals, understanding the intricacies of these loans is paramount to effectively serving our clients and ensuring their financial success.Join our expert hosts as they demystify the nuances of dealing with borrowers who operate on a 1099 basis. This episode will provide valuable insights into the unique challenges faced by these individuals and the best practices for structuring loans that suit their specific needs.Throughout the episode, our...2023-08-0329 min
Daily Mortgage Rates LIVE with The Mortgage CalculatorLoan Officer Training 8/02/23: Structuring 1099 Borrower LoansWelcome to another informative episode of "Loan Officer Training." In this installment, we delve into the critical topic of "Structuring 1099 Borrower Loans." As seasoned loan officers and aspiring professionals, understanding the intricacies of these loans is paramount to effectively serving our clients and ensuring their financial success.Join our expert hosts as they demystify the nuances of dealing with borrowers who operate on a 1099 basis. This episode will provide valuable insights into the unique challenges faced by these individuals and the best practices for structuring loans that suit their specific needs.Throughout the episode, our...2023-08-0329 min
Loan Officer Training with The Mortgage CalculatorLoan Officer Training 8/01/23: Qualifying Borrowers with a 1099Are you a loan officer looking to enhance your skills and navigate the intricacies of qualifying borrowers with a 1099 income? Look no further! In this enlightening episode of "Loan Officer Training," we delve deep into the world of 1099 income and its implications on the lending process.Join us as we invite industry experts and seasoned loan officers to share their valuable insights and strategies on effectively qualifying borrowers who earn income through 1099 forms. With the growing number of self-employed individuals and freelancers in today's workforce, understanding how to evaluate their financial stability becomes crucial in providing tailored...2023-08-0231 min
Daily Mortgage Rates LIVE with The Mortgage CalculatorLoan Officer Training 8/01/23: Qualifying Borrowers with a 1099Are you a loan officer looking to enhance your skills and navigate the intricacies of qualifying borrowers with a 1099 income? Look no further! In this enlightening episode of "Loan Officer Training," we delve deep into the world of 1099 income and its implications on the lending process.Join us as we invite industry experts and seasoned loan officers to share their valuable insights and strategies on effectively qualifying borrowers who earn income through 1099 forms. With the growing number of self-employed individuals and freelancers in today's workforce, understanding how to evaluate their financial stability becomes crucial in providing tailored...2023-08-0231 min
Daily Mortgage Rates LIVE with The Mortgage CalculatorDaily Mortgage Rates LIVE - 8/01/23 - 1099 LoansWelcome to "Daily Mortgage Rates Live," the podcast that keeps you up-to-date with the latest trends and insights in the ever-changing world of mortgages. In this episode, we dive into a topic that's been garnering increasing attention: "1099 Loans."If you're a self-employed individual or an independent contractor, navigating the mortgage application process can be a daunting task. Traditional mortgages typically require W-2 forms to verify income, but for those whose income is reported on a 1099 form, securing a loan can seem more complex.Join us as we unpack the intricacies of 1099 loans with our expert...2023-08-0122 min