THE NEW 1099 PLAYBOOK: TRANSITION FROM FIRE TO IRIS AND STREAMLINE REPORTING

The rules for 1099 and W-9 compliance have fundamentally changed. As the IRS retires the legacy FIRE system for the modern IRIS platform, filers face stricter transmission schemas, mandatory Transmitter Control Code (TCC) updates, and unforgiving data validation rules. Add proposed W-9 updates, shifting federal thresholds, and a growing patchwork of state requirements, and waiting until January to request vendor data and compile 1099s is no longer viable.

In this session, Jason 1099 experts guide CPAs and tax practitioners through the regulatory and technical shifts shaping the upcoming filing season. Learn how to move from a reactive year-end scramble to an efficient compliance workflow, including digital W-9 onboarding, upfront TIN validation, direct IRIS transmission, and multi-state reporting. Discover how automation eliminates manual entry, prevents B-Notices, and lets your practice handle higher filing volumes with fewer headaches and lower audit risk.

Learning Objectives:

Identify critical 2026 regulatory changes, including the IRS FIRE-to-IRIS mandate and Form W-9 updates
Evaluate compliance risks from shifting federal thresholds and expanding state reporting mandates
Implement digital W-9 collection and TIN validation practices that eliminate penalties and B-Notices
Assess how cloud automation and direct IRIS integration streamline multi-state filing and recipient delivery

Session Highlights:

Evaluate how the FIRE-to-IRIS transition will impact the 1099 filing process
Recognize what draft Form W-9 updates mean for vendor onboarding and compliance
Assess how evolving 1099 reporting thresholds may increase your filing obligations
Evaluate how varying state adoption timelines could complicate your reporting strategy
Observe a software demonstration showing how Avalara 1099 and W-9 solutions can automate onboarding, reduce TIN mismatches, and simplify federal and state reporting

Who Should Attend:

CPAs, Enrolled agents, Attorneys, Finance professionals, Financial planners, Tax Professionals, Human Resources Professionals , Financial Professionals and C-level Professionals.

Credits and Other information :

IRS CPE Credits: 2.0 TAX

Session Prerequisites and preparation: None

Session learning level: Basic

Location: Virtual/Online

Delivery method: Group Internet Based

IRS Course ID: DFFSC

Attendance Requirement: Yes

Session Duration: 120 Min

Case Studies and Live Q&A session with speaker

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