TIN Matching & B Notices - How to minimize the paperwork from complaints on IRS information returns | NASBA CPE 1.5

  • Speaker:Miles Hutchinson
  • Date: 7th December 2017 08:00 AM PST | 11:00 AM EST
  • Duration:60Min
  • Product Code:GRC-90185



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This webinar will help you reduce the risk of being out of compliance with your Form 1099 reporting requirements with the Internal Revenue Service. This session will discuss registration with the IRS, methods to perform electronic Name/Taxpayer Identification Number matching, protocols for handling CP-2100 notification from the IRS regarding Name/TIN mismatches on your forms 1099, 1098. It will help you understand the differences between and 1st and 2nd B-Notice and the related differences in required vendor responses. We prepare Forms 1099 and send them into the IRS.  Later in the year the IRS mails us a “B” Notice, Backup Withholding Notice, Form 2100 or 2100A.  Would you like to avoid receiving “B” Notices from the IRS?  If yes, one of the best ways is to use the IRS e-services Taxpayer Identification Number matching program.

Areas to be Covered:
1.  Starter question: what is TIN Matching?
2.  Who must request access to the TIN Match system?
3.  How do we register to use the system?
4   How does the TIN Match system work?
5.  What are the best practices for managing 1099 reporting requirements?
6.  How do I deal with vendors who report incorrect information on their W-4’s?
7.  B-Notices: when I receive a letter from the IRS stating I have incorrect names/TINS on my 1099’s, what must I do and what about the   deadlines?
8.  What if I receive a Notice of Proposed Penalty?
9.  Learn IRS 1099 matching process and avoid most common matching mistakes
10.  Advantages of IRS e-services TIN Matching Program
11.  What is a “B” Notice and What causes “B” notices
12.  Steps to take to avoid “B” Notices and Steps to take after receiving a “B” Notice
13.  What is a Backup Withholding Notice

Targeted Audience:
ALL CPA  and staff
EA & staff
Attorneys & staff
Accounting Department Staff
Controller & Staff
Staff responsible for preparing Forms 1099
Accountants Payable Staff
Financial Officers
Tax compliance management
Tax Managers
Accounts Payable Managers
Internal Auditors
Information Technology design staff

Instructor Profile:

Miles Hutchinson is a CGMA and experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the chief financial officer of a $1 billion real estate development company. Mr. Hutchinson is a professional speaker and consultant who has presented over 2,000 seminars and training sessions on myriad business and financial topics, like financial analysis and modeling, accounting, strategic planning, and compliance with the Sarbanes-Oxley Act. He is recognized as an expert in payroll, and sales and use tax as well as financial modeling and analysis, business strategy and communications.

He is the author of several useful accounting and tax tools. His clients include Abbott Labs, Bank of America, Boston Scientific, Citicorp, Corning, the FBI, the FDA, the Federal Reserve, GE, Pfizer, Siemens, US Marine Corps, and the US Army.

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