Worker Classification & 1099 Compliance Guide
Jessica I. Marschall, CPA, ISA AM, October 21st, 2025 Worker Classification: IRS Framework The IRS uses a three-factor test to determine worker status: If you retain the right to control work details, the worker is generally an employee. Key tool: Form SS-8 requests IRS determination. The IRS maintains a searchable database of redacted determinations for […]
Read MoreOBBBA: What the Latest Guidance Means for Individuals, Businesses, and Payroll in 2025–2026
Jessica I. Marschall, CPA, ISA AM August 13th, 2025 Executive summary. Treasury and the IRS have started to roll out operational guidance for the One Big Beautiful Bill Act (OBBBA). For Tax Year 2025, the government is not changing individual information returns or federal withholding tables; most practical form changes are being pushed to 2026. […]
Read MoreThe IRS Revises 1099(K) guidelines
Article: The IRS Revises 1099(K) Guidelines Category: 1040 Income Tax, 1099K The IRS has lowered the threshold for 1099K Payment Card and Third-Party Network Transactions These include Payment Settlement Entities like: Venmo, Paypal, CashApp, eBay, Etsy, Uber, Lyft, and Task Rabbit What does this mean? The threshold was lowered from $20,000 to $600 for reporting […]
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