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Rev. Proc. 2022-43 – Final QI Agreement

12.16.2022 | Duration: 25:53

Discussion of the release of the final Qualified Intermediary (QI) Agreement, Rev. Proc. 2022–43.

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KPMG IRW Coffee Break

Episode 15-2022 | Grab a cup of coffee and take a quick learning break with Danielle Nishida and Laurie Hatten-Boyd.

On this podcast, Danielle and Laurie discuss the release of the final Qualified Intermediary (QI) Agreement, Rev. Proc. 2022–43. Find out what proposals have been adopted and what QIs will need to do to prepare for 2023.


Please note that a previous version of this podcast made an incorrect statement regarding requests for recipient-specific Forms 1042-S.  That incorrect statement has been removed from this version of the podcast.

The IRW Coffee Break podcasts, brought to you by KPMG Washington National Tax (WNT) professionals who specialize in information reporting and withholding (IRW) , feature a range of topics, including recent tax developments, compliance reminders, and current compliance issues facing the industry.  Your feedback is very important. If you have comments on this podcast or have ideas about topics to cover in future episodes, please use the feedback button:

Meet our podcast team

Image of Laurie Hatten-Boyd
Laurie Hatten-Boyd
Principal, Information Reporting & Withholding Tax, Washington National Tax, KPMG US

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