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This form is used to request the Taxpayer Identification Number (TIN) from an individual or sole proprietor to avoid backup withholding on payments. It includes instructions for providing accurate
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How to fill out substitute for form w-9

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How to fill out Substitute for Form W-9

01
Obtain a copy of the Substitute for Form W-9 from the appropriate source.
02
Fill in your name as the beneficial owner of the income.
03
Provide your business name if applicable, especially for entities.
04
Enter your federal tax classification (individual, corporation, partnership, etc.).
05
Include your address, city, state, and ZIP code.
06
Input your taxpayer identification number (TIN), which may be your Social Security Number or Employer Identification Number.
07
If applicable, check the box for exempt payee status.
08
Sign and date the form certifying that the information is correct.

Who needs Substitute for Form W-9?

01
Any individual or entity that is required to provide a taxpayer identification number for income reporting.
02
Businesses or individuals who are receiving payments that require tax documentation.
03
Freelancers and independent contractors working for clients who need to report payments.
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People Also Ask about

Payors and withholding agents are allowed to use their own Forms W-9, which are not the official Internal Revenue Service (IRS) published Forms W-9. These forms are called substitute Forms W-9. In order to be sure that the substitute Form W-9 is reliable, a few items must be in place. Substantially similar content.
NYS Office of the State Comptroller uses the Substitute Form W-9 to obtain certification of your TIN in order to ensure accuracy of information contained in its payee/vendor database and to avoid backup withholding.
Do Non-US Companies Need W-9 and W-8 Forms? Foreign individuals and entities that don't reside in the U.S. don't need to file a W-9 form. The IRS, however, requires you receive a W-8 form from each foreign individual or company you conduct business with. Foreign aliens who are US residents will need to file a W-9.
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.
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.

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The Substitute for Form W-9 is a document provided by payers or financial institutions that serves the same purpose as the IRS Form W-9. It is used to request the taxpayer identification number (TIN) and certification of U.S. residency.
Individuals or entities that receive income from a U.S. source, such as self-employed individuals, freelancers, independent contractors, and certain corporations or partnerships, may be required to file a Substitute for Form W-9.
To fill out a Substitute for Form W-9, provide your legal name, business name if applicable, address, taxpayer identification number (TIN), check the appropriate box for your tax classification, and sign and date the form to certify its accuracy.
The purpose of Substitute for Form W-9 is to provide payers with the necessary information to report income to the IRS and to certify the taxpayer's TIN to avoid backup withholding.
The Substitute for Form W-9 must report the taxpayer's legal name, business name (if applicable), address, TIN (either SSN or EIN), and the taxpayer's classification (such as individual, corporation, partnership, etc.).
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