FIF - Financial Information Forum

FIF Forms New Working Group on Tax Information Reporting

FIF is forming a Tax Information Reporting Working Group.  The purpose of the working group will be to discuss recommendations and process improvements related to:  1) leveraging new and evolving technology to revise tax reporting processes; 2) industry best practices, 3) increasing tax reporting efficiencies; and 4) recommendations/best practices related to tax reporting including:

  • Form 1099;
  • From 1042-S (including applicable withholding processes required under 1099, NRA, and FATCA);
  • Form 2439;
  • B-Notice and TIN Matching
  • Pension/IRA related forms;
  • State Information reporting and withholding;
  • Collection and processing of client data;
  • IRS Policies, pending legislative, regulatory proposals, and updates. 

This working group will be co-chaired by Jean Saladino and Jennifer Kemper of Scivantage. If you are interested in joining this working group, please update your profile here.  We will hold our first meeting on Thursday, April 25 @ 11:00 am et.

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The Financial Information Forum (FIF) addresses the implementation issues that impact the financial technology industry across the order lifecycle.

 

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