1099 Errors Can Get Expensive. Know What to Do Before They Do.
A missing TIN. A name that doesn’t match IRS records. An unexpected CP-2100 notice.
Small reporting issues can quickly turn into B Notices, backup withholding requirements, additional reporting, and potential penalties. The challenge for accounting, payroll, AP, tax, and finance teams is knowing exactly what to do when these issues arise.
This practical session breaks down the 2026 1099 compliance process in plain, actionable terms, so you can recognize common problems, respond to IRS notices correctly, and strengthen your information-reporting procedures.
What Will You Learn?
Instead of simply reviewing the rules, we’ll focus on the situations professionals actually encounter:
When does a missing or incorrect TIN require action?
What should you do after receiving a CP-2100 or CP-2100A notice?
When is a First or Second B Notice required?
When should backup withholding begin — and when can it stop?
How should backup withholding be calculated and reported?
What should you look for when collecting and maintaining Form W-9 information?
How should withheld amounts be reported on Forms 945 and 1099?
Which common mistakes can create unnecessary IRS compliance problems?
Put the Rules Into Practice
Real-world examples and practical scenarios will help you connect the requirements to your day-to-day responsibilities and build a more reliable 1099 compliance process.
Why This Session Is Worth Your Time
1099 compliance doesn't stop once the forms are submitted. Knowing how to identify an error, what notice to issue, when withholding is required, and how to report it properly can make a significant difference.
You’ll leave with practical guidance to:
Reduce common 1099 reporting errors
Handle CP-2100 and CP-2100A notices more confidently
Apply B Notice and backup withholding requirements correctly
Improve W-9 and TIN verification practices
Avoid common reporting and compliance mistakes
Strengthen your year-round information reporting process
