Why use IRS e-services TIN Matching Program

Greta Hicks
Greta Hicks
90 Minutes
Product Id:
6 months

More Trainings by this Expert

Price Details
$190 Recorded
$390 Corporate Recorded
Price Detail Options

Any company that submits IRS Forms 1099 to the IRS can possibly benefit from using the IRS Taxpayer Identification Number (TIN) Matching program. The program is a free service included in IRS e-services. Any authorized person can access e-services and submit payees for the matching process. The IRS will not tell you the correct TIN but they will let you know that the TIN and Name combination you submitted is incorrect. You can then go back to the payee for a corrected form W-9, which is a request for a Taxpayer Identification Number. A correct W-9 is the key to a correct Form 1099.

The purpose of TIN Matching is to help you avoid mis-matches, IRS “B” Notices, Backup withholding Notices, and the company potential penalties. TIN Matching is not mandatory but recommended. It is hoped that TIN Matching will save you time, money, and potential penalties.

Why should you Attend: If you are your company prepare Forms 1099 and send the IRS, you may benefit from the IRS TIN Matching Program. The major benefits of the program is that it allows you to into the name and Taxpayer Identification Number into the IRS e-services TIN Matching Program and the IRS will notify you if the name and number you submitted matches. Therefore, when you prepare the Forms 1099, you are confident that you will not later receive an IRS Backup Withholding Notice.

The hope if that by using the matching program prior to submission of forms 1099, you will save the company potential penalties and you or other employees time in responding to IRS “B” Notices and the other resulting correspondence to venders/payees.

Areas Covered in the Session:

  • What is IRS e-services.
  • How to apply to use IRS e-services.
  • What is TIN Matching
  • When to use IRS TIN Matching.
  • Advantages of IRS TIN Matching
  • What are IRS “B” Notices
  • Potential IRS Penalties

Who Will Benefit:
  • CPA and staff
  • EA & staff
  • Attorneys & staff
  • Accounting Department Staff
  • Controller & Staff
  • Staff responsible for preparing Forms 1099

Speaker Profile
Greta Hicks is a former IRS Revenue Agent and Regional Training Coordinator. After a time as tax manager for Ernst & Young, She started her own business and for 34 years her CPA practice has been limited to representing persons who have IRS problems.

She is the author of "IRS Examination and Appeals Procedures" as well as, pilot tester of on-line continuing education courses for Checkpoint Learning. Greta has authored a number of continuing education courses on IRS practice & procedures and articles are regularly published on professional as well as trade magazines. Ms Hicks has traveled the US and taught Tax Update Seminars as well as various Inside the IRS topics.

Greta has been active in the Texas Society of CPAs for 40 years and has served on the IRS Relations Committee, on the Editorial Board of the TSCPAs and was the Tax Editor of Today's CPA. Her activities for the Houston Chapter of CPAs included Coordinator of Houston's IRS/Practitioner Study Group, Relations with Taxing Entities Committee, Teaching Taxes Committee, plus the Spring EXPO and Tax EXPO Committees.

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