1099 reporting errors involving missing or incorrect Taxpayer Identification Numbers (TINs) can create significant compliance challenges for businesses. When the IRS identifies an incorrect name/TIN combination, payers may receive a CP-2100 or CP-2100A notice and may be required to take action, including issuing a B Notice and beginning backup withholding.

This session provides a practical understanding of backup withholding requirements and B Notice procedures, helping accounting, payroll, accounts payable, tax, and finance professionals recognize common 1099 errors, respond appropriately to IRS notices, and avoid unnecessary penalties.

Participants will also explore how to handle missing TINs, calculate and report backup withholding, manage B Notice requirements, and properly report withheld amounts on Form 945 and applicable 1099 forms.

• Understand when backup withholding is required and which payments are subject to it.
• Identify common 1099 errors involving missing, incorrect, or mismatched TINs.
• Understand CP-2100 and CP-2100A notices and the actions that should follow.
• Learn the proper procedures for issuing and responding to First and Second B Notices.
• Review requirements for obtaining and maintaining accurate Form W-9 information.
• Understand when to start and stop backup withholding.
• Learn how to calculate backup withholding and properly report it.
• Understand Form 945 reporting for federal income tax withheld.
• Explore common compliance mistakes that can lead to IRS penalties.
• Use practical examples and real-world scenarios to strengthen your 1099 compliance process

1099 compliance doesn't end when the forms are filed. A missing TIN, incorrect name/TIN combination, or failure to respond properly to an IRS notice can create additional withholding, reporting, and penalty exposure.

This session will help you:

• Reduce costly 1099 reporting errors.
• Respond confidently to CP-2100/CP-2100A notices.
• Understand exactly when B Notices are required.
• Apply backup withholding rules correctly.
• Improve your W-9 and TIN verification procedures.
• Avoid common IRS compliance mistakes and penalties.
• Strengthen your organization's year-round information reporting process.

• Accountants
• Payroll Professionals
• Tax Professionals
• Bookkeepers
• Office Managers
• Human Resources Professionals
• Compliance Professionals
• Business Owners

During the Q&A session following the live event, ask a question and get a direct response from our expert speaker.

Important Notice for Our “Live” Attendees: If you have enrolled in the “Live Webinar,” you will get your instruction kit before 24 hours of the live class.

For Recorded and E-transcript Participants: If you have signed up for the “Recorded” class or for the “E-transcript,” you will get access to the “Recording link” or the “PDF” within 24-48 hours of the live class.

SPEAKER

Jason Dinesen, LPA, EA

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Jason Dinesen is the President of Dinesen Tax & Accounting, P.C., a public accounting firm in Indianola, Iowa. His practice focuses on accounting and bookkeeping services, tax preparation and business advising to individuals with a business focus ranging from home-based businesses to multistate corporations and not-for-profits. Dinesen has extensive experience working with a third-party administrator of retirement plans and is a prior presenter of multiple 1099 seminars. Dinesen majored in corporate communications with a minor in management from Simpson College.

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