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E S U B S T I T U T E F O R M W 9 Request for Taxpayer Identification Number and Certification Putnam Investor Services P. O. Box 8383, Boston, MA 022668383 Your account number Your Taxpayer Identification
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How to fill out substitute form w-9 e
How to fill out substitute form w-9 e:
01
Start by entering your legal name, as it appears on your tax documents, in the "Name" field.
02
In the "Business name/disregarded entity name" field, enter the name of your business or disregarded entity if applicable.
03
Provide your federal tax classification by selecting the appropriate option from the "Federal tax classification" section.
04
If you have an employer identification number (EIN), enter it in the "Section 1 – Taxpayer Identification Number (TIN)" field. If not, leave it blank.
05
Indicate your address by filling out the "Address" field, including your street address, city, state, and ZIP code.
06
If applicable, enter your account numbers in the "Accounts" section.
07
Sign and date the form in the designated areas.
08
Finally, provide your telephone number and email address in case there are any questions or further correspondence needed.
Who needs substitute form w-9 e:
01
Independent contractors: If you are an independent contractor or freelancer, clients who pay you over $600 in a calendar year may request you to fill out a substitute Form W-9 E. This form provides them with your taxpayer information for their records and tax reporting purposes.
02
Entities hiring independent contractors: Businesses or entities that hire independent contractors will generally request a Form W-9 E to obtain the necessary taxpayer information to report payments to the IRS accurately.
03
Financial institutions: Banks, credit unions, and other financial institutions may request a substitute Form W-9 E from their clients to comply with financial regulations and properly report any interest or dividend income earned.
It's important to note that the above information is a general overview, and you should consult with a tax professional or the official IRS instructions for Form W-9 E for specific guidance tailored to your circumstances.
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What is substitute form w-9 e?
Substitute form W-9 E is a form used to request taxpayer identification numbers and certification from individuals or entities.
Who is required to file substitute form w-9 e?
Any individual or entity that is making payments to another party and needs their taxpayer identification number is required to file substitute form W-9 E.
How to fill out substitute form w-9 e?
To fill out substitute form W-9 E, you need to provide your name, address, taxpayer identification number, and certify that the information provided is correct.
What is the purpose of substitute form w-9 e?
The purpose of substitute form W-9 E is to collect taxpayer identification information from individuals or entities receiving payments.
What information must be reported on substitute form w-9 e?
The information reported on substitute form W-9 E includes the recipient's name, address, taxpayer identification number, and certification that the information is correct.
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