# Remediate missing tax information Learn how to find and correct forms with missing information. Stripe automatically identifies forms that are above the IRS or state filing thresholds. In addition to the totals, a 1099 form also needs to have the name, address, and TIN of the connected account on the form to be ready for filing. If a form is above the threshold (has a filing obligation) and has the **name**, **address**, and **TIN** on the form, Stripe labels the form `Ready`: ![Ready label.](https://b.stripecdn.com/docs-statics-srv/assets/identity_1.7c55d26b4ecfd38740e2de9acd0ff5b3.png) If you need to file a form but the form is missing this key information, Stripe labels the form `Needs attention`: ![Needs attention label.](https://b.stripecdn.com/docs-statics-srv/assets/identity_2.c7b46cd05ee19f79cc1f7a4c19a205f5.png) Refer to the [Get started with tax reporting](https://docs.stripe.com/connect/get-started-tax-reporting.md#understand-tax-form-status) guide to learn more about tax form statuses. The following information describes how to track what forms have `Needs attention` status, why they have that status, and what to do to get their status to `Ready`. ## Identity forms in that need attention The **Needs attention** tab lists all forms with a `Needs attention` status. ![Needs attention tab.](https://b.stripecdn.com/docs-statics-srv/assets/identity_3.0ec06ddc52465f44465ff9c5a22057b0.png) > Some forms that appear to be below the federal filing threshold can also appear as `Ready` or `Needs attention` due to Grouped TINs or state filing thresholds. [Learn more](https://docs.stripe.com/connect/file-tax-forms.md#below-threshold-forms) The **Payee details** section lists the missing data that causes the form to have a `Needs attention` status: ![Payee details section.](https://b.stripecdn.com/docs-statics-srv/assets/identity_4.bd8c5d5254cb44977f15b2f84d494a14.png) Refer to the [Required verification information for taxes](https://docs.stripe.com/connect/required-verification-information-taxes.md) guide for information on what information is needed for each form. The reasons a form might have a `Needs attention` status include: - **Missing address:** The *line1*, *city*, *state,* or *postal code* is missing. - **Missing TIN:** The TIN is missing. - **Mismatched TIN:** The name and TIN are present on the form, but failed Stripe’s TIN verification with the IRS as they didn’t match IRS records. [Learn more about Tax form TIN status](https://docs.stripe.com/connect/get-started-tax-reporting.md#understand-tax-form-tin-status). - **Missing name:** The name is missing from the account. This reason is rare. Use the filter to retrieve forms based on the reason for the `Needs attention` status: ![Filter forms by status](https://b.stripecdn.com/docs-statics-srv/assets/identity_5.9cd7b0b5fff7639007ae9e507504d00f.png) ## Remediation options There are several ways to fix forms that need attention. ## Scenario A: You’re able to retrieve the data These are your options if you already have the missing information or can collect it directly from your connected accounts. - **Option 1 (Recommended):** Use the Accounts API to add the missing information to the `Account` objects. After you provide it, it appears in the tax form within 24-36 hours, and the form automatically transitions from `Needs attention` to `Ready`. - **Option 2:** Use [CSV imports](https://docs.stripe.com/connect/modify-tax-forms.md?method=csv) to add the missing information into the current year’s tax forms. If the CSV process imports all of the required information, the tax form automatically transitions from `Needs attention` to `Ready`. Importing this information using CSV only updates it on the tax form, not in the `Account` objects. As a result, the connected account details view doesn’t show these updates. - **Option 3**: If you need to update only a few forms, you can directly modify the forms in the Dashboard using the [Tax Form Editor](https://docs.stripe.com/connect/modify-tax-forms.md?method=dashboard). ## Scenario B: You want Stripe to help get the data These are your options if you don’t have the required information and you want Stripe to help you obtain it. Stripe recommends using both options to for the best chance of collecting all the information. - **Option 1:** If you enable e-delivery through an interface built by Stripe, connected account owners eligible for IRS filing receive emails from Stripe requesting confirmation of their tax information and to update their delivery preferences through that interface. If you implemented Connect embedded components, the email directs them to the embedded component. Otherwise, it directs them to the [Stripe Express Dashboard](https://docs.stripe.com/connect/platform-express-dashboard-taxes-walkthrough.md). Connected account owners can then view and edit their personal details, including name, address, and TIN. ![Tax form confirm information email.](https://b.stripecdn.com/docs-statics-srv/assets/tax-form-confirm-information-email-2023.8868bb92bbd3f2fd5fa0e2fe319c11ab.png) ![Confirm information.](https://b.stripecdn.com/docs-statics-srv/assets/identity_7.1801e85e31759f80b4e3ffd7fe974778.png) - **Option 2:** Use Stripe Onboarding to collect missing details 1. Add the 1099 capability on your accounts [programmatically](https://docs.stripe.com/connect/account-capabilities.md?accounts-namespace=v1#tax-reporting) or [one-by-one](https://docs.stripe.com/connect/dashboard/managing-individual-accounts.md#updating-capabilities) using the Connect Dashboard. By adding the 1099 capability, you make name, address, and TIN a requirement on all your connected accounts. If your connected accounts have more than 600 USD in lifetime volume and don’t have name, address, and verified TIN on file, payouts are paused until Stripe has that information. - There’s another feature in private preview called Additional Verifications that allows platforms to add TIN and address requirements on their connected accounts, along with flexibility on when to disable payouts. Reach out to your account manager to learn more. 1. You can route your user to a Stripe surface to complete their requirements. - For accounts with access to the Express Dashboard or embedded components where Stripe owns the requirement collection, Stripe automatically detects when there are `currently_due` requirements (such as address or TIN) on the account and sends the connected account owner an email. - For other accounts without access to a Stripe Dashboard, including Custom accounts, follow the process that you use to [update account requirements](https://docs.stripe.com/connect/handling-api-verification.md). ![Verify your personal details.](https://b.stripecdn.com/docs-statics-srv/assets/identity_8.1dc79629776f61a43b06d68a583d6aa4.png)