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This form is used to provide taxpayer identification information required for reportable payments, ensuring proper tax withholding and compliance with Internal Revenue Code regulations.
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How to fill out substitute w-9

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How to fill out Substitute W-9

01
Obtain a copy of the Substitute W-9 form.
02
Fill out your name in the 'Name' field.
03
Enter your business name (if applicable) in the 'Business name/disregarded entity name' field.
04
Select the appropriate entity type from the provided options (individual, corporation, partnership, etc.).
05
Provide your address in the 'Address' field (include City, State, and Zip Code).
06
Enter your Taxpayer Identification Number (TIN) in the relevant field (either Social Security Number or Employer Identification Number).
07
If applicable, complete the 'Certification' section, confirming that the information provided is accurate.
08
Sign and date the form at the bottom.

Who needs Substitute W-9?

01
Individuals or entities receiving payments that require the reporting of income to the IRS.
02
Freelancers, independent contractors, or vendors who need to report payments made to them.
03
Businesses that need to provide tax information to clients or partners.
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People Also Ask about

A W-8 and W-9 are two different forms required by the IRS. A W-8 is for non-resident, foreign individuals or contractors working for US-based companies and has five versions for each type of work, while there's only one version of a W-9 and it's for those who have an SSN or TIN.
Form W9 doesn't expire and is valid as long as the information it contains is correct. W-8BEN, W-8BEN-E, and W-8ECI forms are usually valid for three years or as long as the forms contain correct information. W-8EXP and W-8IMY are usually valid indefinitely provided that the information doesn't change.
IRS Form W-8 Submission Foreign vendors do not complete the Substitute Form W-9; foreign persons or entities must submit one of five available forms. The vendor must determine the one most appropriate to their United States tax status for reportable transactions.
If your organisation requires our W9 form, you are in the right place. We are registered in Spain, and therefore are a non-US entity. This means that we don't have a W9 form. Instead we use the W-8BEN-E form, which is for non US-entities.
Ideally, you should receive a W-9 before any work or payment happens. However, if you do not have a W-9, you need to correctly complete and file a 1099-MISC form for each vendor before tax time.
Use a substitute Form W-9 that requires the payee, by signing, to agree to provisions unrelated to the required certifications, or. Imply that a payee may be subject to backup withholding unless the payee agrees to provisions on the substitute form that are unrelated to the required certifications.
Who Must Provide Form W-8BEN-E. You must give Form W-8BEN-E to the withholding agent or payer if you are a foreign entity receiving a withholdable payment from a withholding agent, receiving a payment subject to chapter 3 withholding, or if you are an entity maintaining an account with an FFI requesting this form.
IRS Form W-8 Submission Foreign vendors do not complete the Substitute Form W-9; foreign persons or entities must submit one of five available forms.

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A Substitute W-9 is a form used by individuals and entities that wish to provide their taxpayer identification information to another party, typically for tax reporting purposes. It serves as an alternative to the official IRS Form W-9.
Individuals, freelancers, contractors, and businesses who are required to report payments made to them or to provide their taxpayer ID information to another party for income tax purposes must file a Substitute W-9.
To fill out a Substitute W-9, provide your name, business name (if applicable), type of taxpayer (individual, corporation, etc.), address, taxpayer identification number (Social Security Number or Employer Identification Number), and sign the form to certify its accuracy.
The purpose of the Substitute W-9 is to collect accurate taxpayer identification information to ensure that the correct tax information is reported to the IRS and to prevent backup withholding on payments made to the taxpayer.
The information required on a Substitute W-9 includes the name of the individual or entity, the business name (if applicable), the taxpayer identification number (TIN), the type of entity (individual/sole proprietor, corporation, partnership, etc.), and the address of the individual or business.
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