TIN ComplianceA resource from TIN Comply
Reference

The IRS publications, forms and rules this site relies on

Every figure and deadline on this site comes from one of these. They are linked here so you can check the primary source, and so you have the list when an adviser or examiner asks what you relied on.

Documents 22Updated September 22, 2026

IRS Publication 1281 Backup Withholding on Missing and Incorrect Name/TINs

The B-Notice procedure: CP2100/CP2100A, the 15- and 30-business-day rules, first and second notices, sample letters, and the 24% rate.

IRS Publication 1586 Reasonable Cause Regulations and Requirements for Missing and Incorrect Name/TINs

The IRS's own explanation of the solicitation schedule and how reasonable-cause waivers are evaluated.

IRS Publication 2108A On-Line Taxpayer Identification Number Matching Program

Eligibility, enrollment, interactive and bulk limits, and the result codes 0–8.

IRS Publication 1220 Specifications for Electronic Filing of Forms 1097, 1098, 1099, 3921, 3922, 5498 and W-2G

File formats for FIRE and the list of Combined Federal/State Filing participants.

IRS Publication 515 Withholding of Tax on Nonresident Aliens and Foreign Entities

Chapter 3 withholding, W-8 documentation, sourcing and treaty rules, and 1042-S reporting.

General Instructions for Certain Information Returns Forms 1096, 1097, 1098, 1099, 3921, 3922, 5498 and W-2G

Due dates, e-file threshold, penalties, corrections, and the exempt-payee rules.

Form W-9 and instructions Request for Taxpayer Identification Number and Certification (Rev. March 2024)

The line-1 name rules, disregarded-entity treatment, exempt payee codes, and electronic-W-9 requirements.

Form 945 and instructions Annual Return of Withheld Federal Income Tax

Deposit rules and annual reporting for backup withholding.

Form 1042-S and instructions Foreign Person's U.S. Source Income Subject to Withholding

Income and exemption codes for reporting payments to foreign persons.

IRS information return penalties page Penalty amounts by year

The current per-return amounts for late, incorrect and intentionally disregarded returns, and how to respond to a notice.

Rev. Proc. 2024-40 2025 inflation adjustments

Section 6721/6722 penalty amounts and calendar-year maximums for returns required to be filed in 2026.

Rev. Proc. 2023-34 2024 inflation adjustments

Section 6721/6722 amounts and maximums for returns required to be filed in 2025.

IRC §3406 Backup withholding

The statute: triggers, the rate, and payer liability.

IRC §6721, §6722, §6724 Information-return penalties and the reasonable-cause waiver

The penalty statutes and the waiver standard.

Treas. Reg. §301.6724-1 Reasonable cause

The definition of "responsible manner" and the solicitation schedule for missing and incorrect TINs.

Treas. Reg. §301.6011-2 (T.D. 9972) Electronic filing of information returns

The 10-return aggregate e-file threshold.

Pub. L. 119-21 (2025) 1099 threshold changes

Raised the 1099-NEC/MISC threshold to $2,000 for payments after 2025 (indexed from 2027) and restored the 1099-K $20,000 / 200-transaction threshold.

31 CFR Part 501 OFAC Reporting, Procedures and Penalties Regulations

The 10-business-day reporting rules for blocked property and rejected transactions.

OFAC sanctions lists SDN and Consolidated Sanctions Lists

The lists themselves, with search and download.

SAM.gov Exclusions

Federal exclusion records for contracts and grants.

HHS-OIG LEIE List of Excluded Individuals/Entities

Healthcare exclusion list with monthly updates.

NPPES NPI Registry National Plan and Provider Enumeration System

NPI lookup for healthcare providers.

Links point to the agency's own site where possible. If one breaks, the document title is enough to find the current version; tell us at support@tincomply.com and we'll fix the link.