TIN Verification, B-Notices, and Backup Withholding: Best Practices

Live Webinar or Recording

August 13, 2025, 2:00 pm - 3:40 pm Eastern

Credit: CPE: 2, IRS: 2, ATATX: 1.5 (Live Only)

Issuers of 1099 Forms can significantly reduce risk and streamline year-end reporting by implementing key best practices and procedural safeguards. This informative webinar will guide participants through effective strategies to ensure accuracy in vendor names and Taxpayer Identification Numbers (TINs), crucial components of 1099 compliance. While recent changes to de minimis error rules allow for some leniency in dollar amount discrepancies, inaccuracies in payee names or TINs are never considered minor and can lead to costly IRS penalties.

This session will provide a comprehensive overview of essential practices such as TIN solicitation and verification, handling of IRS notices, proper issuance of B-Notices, and management of backup withholding requirements. Attendees will gain a clear understanding of how to analyze Form W-9, respond to IRS mismatches, and implement internal controls to prevent reporting errors. Additionally, participants will learn how to navigate the IRS TIN matching system, from registration to submission and follow-up procedures for mismatched records.

Topics Covered:

• Reminders and what’s new
• IRS matching process
• Penalties
• Establishing reasonable cause
• Solicitations
• TIN verification
• Notices
• Backup withholding

Your Benefits For Attending:

• Understand the latest updates and reminders affecting 1099 reporting.
• Learn how to effectively use the IRS matching process to ensure compliance.
• Identify and avoid common errors that can lead to penalties.
• Establish procedures to demonstrate reasonable cause and mitigate risk.
• Gain insights into proper TIN solicitation and verification processes.
• Learn how to manage IRS notices and backup withholding requirements.

This webinar is a must-attend for professionals seeking to enhance their compliance protocols and reduce their organization’s exposure to penalties. You'll walk away with actionable knowledge to safeguard your 1099 processes.

Who Should Attend:

This session is ideal for accounting professionals, compliance officers, tax preparers, and anyone involved in year-end 1099 processing and vendor management.

Level: Intermediate Format: Live webcast Instructional Method: Group: Internet-based NASBA Field of Study: Taxes (2 hours) Program Prerequisites: None Advance Preparation: None

Guest Speaker: Chuck Borek - The Borek Group, LLC

Level: Basic

Format: Live Webcast

Field of Study: Taxes

Program Prerequisites: None

Advanced Preparation: None

Aurora Training Advantage is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For more information regarding administrative policies such as complaint and refund, and cancellation please contact our offices at 407-542-4317 or training@auroratrainingadvantage.com.

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.