Managing 1099 compliance is critical for avoiding costly IRS penalties and ensuring smooth year-end reporting. This course 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 course 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.
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2028 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card