Platform
Use Cases
Class Action
Mass Tort
Law Firms and IOLTA
QSF and Trustees
Bankruptcy
Shareholder Services
Developers
Blog
Company
Login
Book a Demo
Platform
Use Cases
Class Action
Mass Tort
Law Firms and IOLTA
QSF and Trustees
Bankruptcy
Shareholder services
Developers
Blog
Company
Login
Book a Demo
See what faster, higher redemption campaigns look like.
We’ll demo the platform and show you what you could save by switching to Talli.
First Name
Last Name
Business email
Company name
I consent to the use of my personal information in accordance with the
Privacy Policy
.
Thank you!
Your submission has been received!
Something went wrong while submitting the form. Please refresh the page and try again.
Not sure if your disbursements are compliant? Find out.
Take a 2 minute assessment and get a personalized score card
Get My Risk Score →
500,000+ recipients paid across settlement distributions
blog
Talli Blog
4 mins
Qualified Settlement Fund Tax Treatment: What Trustees Must Report to the IRS
Learn when trust and settlement fund distributions require Form 1099-DIV, including dividend reporting rules, exceptions, and IRS guidance.
The Talli Team
August 4, 2026
Read more →
4 mins
1099-DIV Reporting for Trust and Settlement Fund Distributions
Learn when trust and settlement fund distributions require Form 1099-DIV, including dividend reporting rules, exceptions, and IRS guidance.
The Talli Team
August 4, 2026
Read more →
4 mins
W-8BEN vs. W-9 in Settlement Distributions: Which Form, When, and Why
Learn the differences between W-8BEN and W-9 forms for settlement distributions, who must complete each, and how they affect tax reporting.
The Talli Team
August 4, 2026
Read more →
4 mins
1099 Reporting for Lawsuit Settlements Paid to Attorneys: When the Check Goes to Counsel
Learn 1099 reporting rules for lawsuit settlements paid to attorneys, including when checks to counsel require reporting and IRS compliance.
The Talli Team
August 4, 2026
Read more →
4 mins
Do You Pay Tax on a Personal Injury Settlement? Federal and State Rules
Learn when personal injury settlements are taxable under federal and state laws, including exceptions, IRS rules, and key tax reporting guidance.
The Talli Team
August 4, 2026
Read more →
Previous
1
...
Next
6 / 78
Ready to speed up your payouts? Request a demo of Talli
Book a Demo