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Ou are a U.S. citizen or other U.S. person as defined in the instructions to IRS Form W-9. Print Name SI GN Signature Date MM DD YYYY Did you print and sign the form Send the form to Fidelity. Fidelity will send you a a revised account profile. or call 1-800-544-6666. Use postage-paid envelope OR deliver to Regular mail Overnight mail Fidelity Investments PO Box 770001 100 Crosby Parkway KC1K Cincinnati OH 45277-0002 Covington KY 41015 On this ...

How to fill out fidelity w9 form

How to fill out Fidelity W-9 form:

1. Obtain the Fidelity W-9 form from the Fidelity website or request it from their customer support.
2. Enter your name in the "Name" field. Make sure to use your legal name as it appears on your tax documents.
3. Fill in your business name, if applicable, in the "Business name/disregarded entity name" field. If you are an individual, leave this field blank.
4. Enter your business entity type in the "Business entity type" field. This could be sole proprietorship, partnership, corporation, etc. If you are an individual, leave this field blank.
5. Provide your permanent address in the "Address (number, street, and apt. or suite no.)" field.
6. Enter your city, state, and ZIP code in the respective fields.
7. Fill in your taxpayer identification number (TIN) in the "Social Security number or Employer identification number" field. Ensure that the provided TIN is correct and matches your tax records.
8. If applicable, you can provide your account number with Fidelity in the "Account number(s)" field.
9. Sign and date the form in the designated areas.
10. Return the completed Fidelity W-9 form to Fidelity according to their instructions.

Who needs Fidelity W-9 form:

1. Individuals who provide services as an independent contractor and earn income from Fidelity may need to fill out the Fidelity W-9 form.
2. Businesses or entities that receive payments from Fidelity, such as vendors or contractors, may also be required to complete and submit a Fidelity W-9 form.
3. The Fidelity W-9 form is used by Fidelity to collect taxpayer information for reporting purposes to the Internal Revenue Service (IRS), as required by U.S. tax laws.

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What is fidelity w 9 form?

The Fidelity W-9 form is a tax form used by Fidelity Investments, a financial services company, to collect the taxpayer identification information (such as name, address, and social security number or employer identification number) of their clients. This form is necessary for tax reporting purposes, especially for individuals or entities receiving dividends, interest payments, or other taxable income from Fidelity.

Who is required to file fidelity w 9 form?

The fidelity w 9 form is typically filed by individuals or businesses (vendors) who have provided services or products to a company (purchaser) and need to report their income on Form 1099-MISC. The vendor is required to provide their taxpayer identification number (TIN) or social security number (SSN) on the Form W-9, which is then used by the purchaser to issue the appropriate Form 1099-MISC for income reporting purposes.

What is the purpose of fidelity w 9 form?

The purpose of the Fidelity W-9 form is to obtain the taxpayer identification number (TIN) of an individual or business that may be required to report income to the Internal Revenue Service (IRS). The W-9 form is used by businesses to request information from vendors and independent contractors, in order to accurately report payments made to them on Form 1099-MISC or other applicable tax forms. This form also certifies that the taxpayer is not subject to backup withholding.

When is the deadline to file fidelity w 9 form in 2023?

The deadline to file Form W-9 for tax year 2023 would typically be January 31, 2024. However, please note that exact deadlines may vary and it's advised to refer to the IRS guidelines or consult a tax professional for accurate and up-to-date information.

How to fill out fidelity w 9 form?

To fill out a Fidelity W-9 form, follow these steps: 1. Download the W-9 form from the Fidelity website or look for a pre-filled form in your Fidelity account. 2. Provide your full name as it appears on your tax return in the "Name" field. 3. If you operate under a business name, enter it in the "Business name" field. 4. Provide your business entity type by checking the appropriate box (such as individual/sole proprietor, C corporation, S corporation, partnership, etc.) in the "Business entity" section. 5. If you are exempt from backup withholding, tick the "Exempt from backup withholding" box. Otherwise, leave it blank. 6. Input your complete mailing address (street address, city, state, and ZIP code) in the "Address" field. 7. Provide your taxpayer identification number (TIN) in the "Social security number" or "Employer identification number (EIN)" field. Only one of these should be filled out based on your entity type. 8. If you have an employer identification number (EIN), enter it in the "Employer identification number (EIN)" box. 9. Sign and date the form in the "Signature" and "Date" fields. 10. Provide a contact name and phone number in the "Contact person" section, in case there are any questions regarding the form. 11. If you have any other necessary information or request special handling, you can add it in the "Additional information" section. 12. Review the completed form for accuracy, ensuring all required fields are filled out properly. 13. Submit the filled-out form to Fidelity by following their instructions (e.g., mailing it or submitting it electronically) to complete the process.

What information must be reported on fidelity w 9 form?

The Fidelity W-9 form typically requires the following information to be reported: 1. Full name: The legal name or the name of the individual or entity completing the form. 2. Business name (if applicable): Only required if the individual is conducting business under a different name. 3. Federal Tax Classification: The tax classification of the entity (e.g., Individual/Sole proprietor, C Corporation, S Corporation, Partnership, Trust, Estate, Limited Liability Company, etc.). 4. Address: The physical address of the individual or entity completing the form. 5. Social Security Number (SSN) or Employer Identification Number (EIN): For individuals, their SSN is required. For entities, their EIN is typically required. 6. Exemptions: Any applicable exemptions that allow the individual or entity to be exempt from backup withholding (if applicable). 7. Certification: The individual or authorized representative should sign and date the form certifying that the information provided is accurate. It is important to note that the specific requirements may vary depending on the purpose and context in which the W-9 form is being used.

What is the penalty for the late filing of fidelity w 9 form?

The penalty for late filing of a Fidelity W-9 form can vary depending on the circumstances. Generally, the penalty is determined by the IRS and the amount may differ based on factors such as the duration of the delay and the reason for the late filing. As of 2021, the penalty for late filing of a W-9 form is $50 for each instance, with a maximum penalty of $545,000 per year (or $109,000 for small businesses). However, the IRS may waive the penalty if there is a reasonable cause for the delay. It is important to note that penalties and regulations may change over time, so it is recommended to consult with a tax professional or refer to the latest IRS guidelines for accurate and up-to-date information.

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