Correcting TIN errors is essential to ensure compliance with IRS regulations. It also helps avoid potential penalties or filing issues for both the payer and the recipient.

Access Forms from Your Dashboard: Start by navigating to the Forms section from your dashboard.

Select the Form: Find the specific 1099 form you need to correct, such as a 1099-DIV.

Initiate Correction: From the Actions dropdown menu, choose "Correction."

Create Correction: On the next screen, click “Create Correction” to begin the correction process. Please note that filing a correction will involve an additional payment.

Reason for Correction: Select the reason for your correction from the dropdown menu. For instance, if you need to correct the Recipient name or TIN on your 1099-DIV, choose that option.

Update Information: Enter the correct recipient information or TIN in the provided fields. Once done, scroll down and click “Save.” Ensure that all fields are free of extra spaces, commas, periods, or special characters, and verify that only alphanumeric characters are entered. Double-check the recipient's name and TIN against their W-9 form to ensure accuracy.

Review Changes: Review the changes you’ve made. When you’re satisfied, click “Save and Create Correction.” You can always click “Cancel” if you feel you’ve made an error or want to cancel your correction process.

Next Steps: On the “What’s Next” page, you’ll be presented with options such as Print Corrected, Print New, Print New & Corrected, eFile Corrected Form, or Return to Forms.

You'll need to print 2 forms to complete your correction.

First, print the corrected form to zero out the amounts filed under the wrong name or SSN/EIN. Next, print the new form with the correct recipient information. Select the Print New & Corrected button so you can print both on the same Copy A form.

Finally, you will mail both 1099s and a new 1096 to the IRS.

Print your New and Corrected versions of the forms on the What's Next Page for your records.

Once you’ve clicked “eFile Corrected Form,” Adams Tax Forms Helper will eFile your correction along with your 1096 summary.

Return to the Forms page. You'll see your Forms page, and Corr. by the NEC we've just corrected.

You’ll be able to eFile your corrected forms by selecting the checkboxes and clicking eFile and Checkout, as you normally would eFile a form. You can also click Generate a 1096/W3 to make a new 1096 for multiple corrected forms.

Good on you! You’ve completed a corrected 1099 for incorrect Recipient / TIN information!