Corrected 1099s: Why Filing Early With Brokerage Statements Can Cost You Time

Corrected 1099s: Why Filing Early With Brokerage Statements Can Cost You Time

Corrected 1099s: Why Filing Early With Brokerage Statements Can Cost You TimeSteve Perry
Published on: 05/11/2026

Filing early with a brokerage statement can lead to a corrected 1099 and an amended return. Learn when to file and how to respond with Steve Perry, EA.

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The Form 1099-K Gap: Reconciling Payment App and Card Income Before It Is Reported

The Form 1099-K Gap: Reconciling Payment App and Card Income Before It Is Reported

The Form 1099-K Gap: Reconciling Payment App and Card Income Before It Is ReportedSteve Perry
Published on: 04/11/2026

Your Form 1099-K reports gross card and app activity, not net sales. Learn how to reconcile processor totals with your books before January 31 with Steve Perry, EA.

Form 1099-K reconciliationForm 1099-K gross amountpayment app income reportingcard processor 1099-K1099-K wrong tax IDcorrected Form 1099-K1099-K personal paymentsCP2000 1099-K mismatchentity change card terminalyear end bookkeeping reconciliation$20000 1099-K thresholdIRS information matchingsmall business IRS noticeSteve Perry EABooks Taxes & More
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Your 2026 Return Is Already Being Built: The Forms the IRS Will Match Against You

Your 2026 Return Is Already Being Built: The Forms the IRS Will Match Against You

Your 2026 Return Is Already Being Built: The Forms the IRS Will Match Against YouSteve Perry
Published on: 03/11/2026

Your 2026 return is already being built from W-2s, 1099s, and K-1s. Learn how IRS matching works and what to organize before year end with Steve Perry, EA.

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The $2,000 1099 Threshold: What to Fix in Your Vendor Files Before January

The $2,000 1099 Threshold: What to Fix in Your Vendor Files Before January

The $2,000 1099 Threshold: What to Fix in Your Vendor Files Before JanuarySteve Perry
Published on: 29/10/2026

Fewer vendors need a 1099 for 2026, but missing W-9s and mismatched tax IDs still create IRS notices and backup withholding costs. Learn what to fix in your vendor files before January.

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