Description

This session will cover how to review your records to determine solicitation requirements, how to collect TINs from payees, how to know which is a first B Notice versus a second and how requirements differ, and how to request penalty abatement for filing returns with missing or incorrect name / TIN combinations.

Managing Director, KPMG LLC.

Kelli Wooten

Kelli is a past member of the IRS Information Reporting Program Advisory Committee (“IRPAC”) where she chaired the International Reporting and Withholding (“IRW”) subgroup as well as a previous Vice Chair of the IRS Electronic Tax Administration Advisory Committee (“ETAAC”). Kelli received her J.D. from the University of Cincinnati and her B.S. Business Administration – Accounting from The University of Tennessee.

Moss Adams

Jill Dymtrow

Curriculum

  • 1

    Presentation: August 2022 TTW

    • Presentation Deck
  • 2

    Webinar Replay: August 2022 TTW

    • Managing B Notices - Don't Let B Notices Manage You!