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How to Use the TIN Matching Service

What Is TIN Matching?

TIN matching is a service implemented by the IRS that allows a 1099 filer to check the TIN (Taxpayer Identification Number) and a specific name to ensure that there is a match for it in the IRS database. This process helps filers avoid IRS penalties and B-Notices for missing TINs or incorrect Name/TIN combinations.

The IRS created TIN matching to increase compliance and to reduce the costs associated with sending notices and the additional processing.

TIN Matching is currently available only for 1099 forms. TIN Matching is not consistent with W-2 or 1095 filing results. Yearli Performance and Premier customers receive unlimited TIN matching services as part of their subscription packages. New to Yearli Core in 2026: pay-per-TIN matching service.  For a small fee, Core users can now utilize Yearli's TIN matching services.  

What Does TIN matching Do?

The purpose of the TIN matching service is to provide a list of errors (not corrections) that the IRS finds in the records submitted. The TIN matching service does not, in any way, modify any data within your Yearli account.

You will need to read the report once available, verify the information with your recipients, and manually make any necessary changes to Yearli records prior to submitting forms.

New User to Yearli with No Payer/Recipient Data Entered

If you are a new user to Yearli and have not entered any payers, recipients, or forms yet, please follow these steps to use the TIN Matching service.

  1. Log into your Yearli account.
  2. Select the My Account option.
  3. Select the Payers and Recipients button.
  4. To manually enter the payer and recipient information:
    1. Select to Add Payer, if you wish to manually enter the payer information.
    2. Enter the necessary payer information in the fields.
    3. Select Save.
    4. Select Back to return to the main payer list.
    5. Choose the Manage link to the right of the newly added payer.
    6. Click Add Recipient.
    7. Enter the necessary recipient information in the fields.
    8. Select Save.
    9. Choose Add Another to enter the next recipient.
    10. Repeat steps 7-9 for all remaining recipients of this payer.
    11. Click Back to return to the payer detail screen.
    12. Click Back to return to the main payer list.
  5. To import the payer and recipient information:
    1. Select the Import button.
    2. Choose to download the Template & Instructions, if needed.
    3. Complete the template with the necessary payer and recipient information.
    4. Click Browse for File.
    5. Select the completed template and choose Open.
    6. Click Import to import the data.
  6. Once all payer and recipient data has been imported or entered into Yearli, select the TIN Matching option in the left navigation pane.
  7. Check the box next to the payer(s) that TIN Matching should be performed for.
  8. By default, all recipients for that payer will be selected. 
    • To select only specific recipients for TIN Matching, click the Select Recipient link to the right and make the selections.
    • Click the Save button once the recipients are selected.
    • Click Back to return to the TIN matching page.
  9. Click the Send TIN Match button on the right. (Core users will click Next and proceed through the payment screen.)
  10. A confirmation message will display. Click OK.

The recipient data has now been submitted to the IRS for the TIN Matching service. Results are usually returned by the IRS in 24-72 after submitting the request and will be posted in your account.

Existing Yearli User with Payer/Recipient Data Already Entered

If you are an existing Yearli customer that has prior year or current year payers, recipients, or forms entered, please follow these steps to use the TIN Matching service.

  1. Log into your Yearli account.
  2. Select the TIN Matching option in the left navigation pane.
  3. Check the box next to the payer(s) that TIN Matching should be performed for.
  4. By default, all recipients for that payer will be selected. 
    • To select only specific recipients for TIN Matching, click the Select Recipient link to the right and make the selections.
    • Click the Save button once the recipients are selected.
    • Click Back to return to the TIN matching page.
  5. Choose the Send TIN Match button on the right. (Core users will click Next and proceed through the payment screen.)
  6. A confirmation message will display.  Click OK.

The recipient data has now been submitted to the IRS for the TIN Matching service. Results are usually returned by the IRS in 24-72 after submitting the request and will be posted in your account.

How to View TIN Matching Results

  1. Log into your Yearli account.
  2. Select the TIN Matching option in the left navigation pane.
  3. Click View Status.
  4. Select the filing you wish to view the results for.

How to Read the TIN Matching Results

The TIN matching codes and descriptions are shown below. For more information, please see the IRS TIN matching publication.

TIN Matching Code DESCRIPTION
 IRS Code 1  TIN is missing or not a 9 digit number.
 IRS Code 2  TIN is not in the IRS records.
 IRS Code 3  Name/TIN combination does not match IRS records.
 IRS Code 4  Invalid TIN Matching request.
 IRS Code 5  Duplicate TIN Matching request.
 IRS Code 6  Name/TIN combination matched IRS records as a SSN.
 IRS Code 7  Name/TIN combination matched IRS records as an EIN.
 IRS Code 8  Name/TIN combination matched IRS records as an EIN and SSN.
 IRS Code 0  Name/TIN combination matches IRS records.
 IRS Code 111  IRS did not return a result.
 Unable to Submit - Name has been submitted for multiple TINs.  The same recipient name was submitted for multiple, different TINs.  Verify the data and resubmit.
 Unable to Submit - TIN has been submitted for multiple names.   The same recipient TIN was submitted for multiple, different names.  Verify the data and resubmit

 

Penalties

Penalties may be imposed by the IRS for incorrect or missing filings. For more information on penalties please visit the IRS website: IRS Penalties.

Notices

If the IRS sends you a CP2100 or CP2100A Notice indicating an incorrect recipient TIN/name combination, you are required to send the "B" Notice within 15 days from the date you received it, or the date of the CP2100/2100A, whichever is later. See Publication 1281 for details.

  • CP2100 or CP2100A: "Notice of Possible Payee TIN Discrepancy" - Notice sent from IRS to the payer listing name/TIN combinations on information returns that do not match IRS records.
  • B Notice: "Backup Withholding Notice" - Notice sent from payer to recipient requesting correct name/TIN. There are two B notices - a First B Notice and a Second B Notice. The text on the two notices is different.
  • Notice 972CG: "Proposed Penalty Notice" - Notice sent from IRS to the payer notifying the payer of potential penalties. Payers have 45 days to respond to abate proposed penalties.
  • CP15/215: "Balance Due Notice" - A bill from IRS to the payer informing the payer of the amount of penalties due.
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