1099 Corrections, B-Notice Processing, and Backup Withholding Tips for 2026 (Completed)

NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card

Managing 1099 compliance is critical for avoiding costly IRS penalties and ensuring smooth year-end reporting. This webinar provides practical strategies and proven best practices for handling 1099 corrections, B-Notice processing, and backup withholding requirements. You’ll learn how to minimize errors, streamline TIN verification, and respond effectively to IRS notices—all while staying compliant with the latest regulations.

From leveraging Form W-9 to reduce TIN mismatches to understanding the IRS name/number matching process, this session equips you with actionable steps to protect your organization. We’ll cover how to register for and use the IRS TIN Matching Service, implement backup withholding procedures, and manage B-Notices with confidence. Whether you’re preparing for year-end or responding to IRS inquiries, this course will help you reduce risk, save time, and maintain compliance.

Topics Covered

• Best practices
• What's new
• IRS matching process
• Penalties
• Establishing reasonable cause
• Solicitations
• TIN verification
• Notices
• Backup withholding

Learning Objectives

• Apply best practices to streamline year-end 1099 reporting and reduce compliance risks
• Process 1099 corrections accurately to avoid penalties and maintain data integrity
• Implement TIN solicitation and verification procedures to minimize mismatches and IRS notices
• Leverage Form W-9 effectively to prevent common errors and ensure proper documentation
• Execute B-Notice processing steps in compliance with IRS requirements
• Identify and develop backup withholding strategies that align with current regulations and organizational needs

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None