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AC 3237 (12/09) NEW YORK STATE OFFICE OF THE STATE COMPTROLLER SUBSTITUTE FORM W-9: REQUEST FOR TAXPAYER IDENTIFICATION NUMBER & CERTIFICATION TYPE OR PRINT INFORMATION NEATLY. PLEASE REFER TO INSTRUCTIONS
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How to fill out w-9 - state of

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How to fill out a W-9 - State of:

01
Obtain a copy of the W-9 form: You can download the W-9 form from the official website of the Internal Revenue Service (IRS), specifically for your state. Make sure to get the correct version for the state you reside or conduct business in.
02
Provide your personal information: Fill in your name, address, and other identifying details as requested on the form. Ensure that your name matches the information on file with the IRS.
03
Indicate your tax classification: The W-9 form asks for your tax classification, which typically includes options like individual/sole proprietor, C corporation, S corporation, partnership, etc. Select the appropriate classification based on your business structure.
04
Enter your taxpayer identification number (TIN): The form requires you to provide your TIN, which can be your Social Security Number (SSN) or Employer Identification Number (EIN). Double-check the accuracy of the number you provide to avoid any issues.
05
Certify the accuracy of information: By signing and dating the form, you certify that the information you have provided is correct. Providing false information can result in penalties or legal consequences.

Who needs a W-9 - State of?

01
Independent contractors: If you work as a freelancer, consultant, or independent contractor providing services to others, your clients may require you to complete a W-9 form to obtain your taxpayer information for reporting purposes.
02
Businesses: Businesses that hire independent contractors or other individuals for services may request a W-9 form from those they engage. This helps them correctly report payments made to the IRS.
03
Financial institutions: Various financial institutions, such as banks or investment firms, may ask individuals to complete a W-9 form to gather taxpayer information for certain financial transactions, such as interest income or mortgage payments.
In conclusion, filling out a W-9 - State of involves accurately providing personal information, tax classification, and taxpayer identification number. This form is commonly required by independent contractors, businesses, and financial institutions to ensure accurate reporting of payments made to the IRS.

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