IRS Name/TIN Mismatch Solicitation Process

Does the Name/TIN and the account number on the notice match your records?

The information provided by this wizard is for educational purposes only. Always consult with a tax or legal professional to determine the correct information for your filing situation. BoomTax does not provide tax or legal advice.

Is this the first notification?

Check if you've received a similar notice within the past three years.

No

Yes

The information provided by this wizard is for educational purposes only. Always consult with a tax or legal professional to determine the correct information for your filing situation. BoomTax does not provide tax or legal advice.

Is the mismatch due to IRS processing?

Sometimes mismatches occur due to IRS internal processing delays or errors.

No

Yes

The information provided by this wizard is for educational purposes only. Always consult with a tax or legal professional to determine the correct information for your filing situation. BoomTax does not provide tax or legal advice.

Is the mismatch due to an error in your submission?

Review your submitted forms to determine if there was a data entry error.

No

Yes

The information provided by this wizard is for educational purposes only. Always consult with a tax or legal professional to determine the correct information for your filing situation. BoomTax does not provide tax or legal advice.

ACTION REQUIRED

Send First B-Notice
Send the first B-Notice with Form W-9 to the payee.

ACTION REQUIRED

Important: This is the second notification within a three year period.

Send Second B-Notice
Send the second B-Notice with Form W-9 to the payee.

Did the payee return a certified W-9 within 30 business days?

No

Yes

The information provided by this wizard is for educational purposes only. Always consult with a tax or legal professional to determine the correct information for your filing situation. BoomTax does not provide tax or legal advice.

Did the payee return a copy of his or her Social Security card OR a 147C within 30 business days?

No

Yes

The information provided by this wizard is for educational purposes only. Always consult with a tax or legal professional to determine the correct information for your filing situation. BoomTax does not provide tax or legal advice.

NO ACTION REQUIRED

No Action Required
The mismatch is due to IRS processing. No action is required on your part.

The information provided by this wizard is for educational purposes only. Always consult with a tax or legal professional to determine the correct information for your filing situation. BoomTax does not provide tax or legal advice.

NO ACTION REQUIRED

Mismatch Due to Record Update
No action required. The mismatch is due to a record update.

The information provided by this wizard is for educational purposes only. Always consult with a tax or legal professional to determine the correct information for your filing situation. BoomTax does not provide tax or legal advice.

ACTION REQUIRED

Correct Your Records
Correct your records if necessary.

The information provided by this wizard is for educational purposes only. Always consult with a tax or legal professional to determine the correct information for your filing situation. BoomTax does not provide tax or legal advice.

ACTION REQUIRED

Update Records
Update your records with the certified Name/TIN.
Stop Backup
Stop backup witholding if already begun.

The information provided by this wizard is for educational purposes only. Always consult with a tax or legal professional to determine the correct information for your filing situation. BoomTax does not provide tax or legal advice.

ACTION REQUIRED

Begin Backup Withholding
Begin backup withholding within/by 30 business days.

The information provided by this wizard is for educational purposes only. Always consult with a tax or legal professional to determine the correct information for your filing situation. BoomTax does not provide tax or legal advice.

ACTION REQUIRED

Update Your Records
Update your records with the verified information.
Stop Backup
Stop backup witholding if already begun.

The information provided by this wizard is for educational purposes only. Always consult with a tax or legal professional to determine the correct information for your filing situation. BoomTax does not provide tax or legal advice.

ACTION REQUIRED

Begin Backup Withholding
Begin backup withholding within/by 30 business days.

The information provided by this wizard is for educational purposes only. Always consult with a tax or legal professional to determine the correct information for your filing situation. BoomTax does not provide tax or legal advice.