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W9 Give Form to the requester. Do not send to the IRS. Request for Taxpayer Identification Number and Certification Form (Rev. December 2014) Department of the Treasury Internal Revenue Service 1
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How to Fill Out W-9 - Susan G:

01
Start by downloading the W-9 form from the official IRS website.
02
Provide your name as it appears on your tax returns. Make sure to use your legal name and not any nicknames or aliases.
03
Enter your business name, if applicable. This is only necessary if you are operating as a business entity and not as an individual.
04
Input your business address or individual address, whichever is applicable.
05
Fill in your taxpayer identification number (TIN). This can be your Social Security Number (SSN) or your Employer Identification Number (EIN).
06
Indicate your tax classification. Most individuals will select "individual/sole proprietor" unless they are operating as a business entity.
07
Sign and date the form to certify that the information provided is correct.
08
Submit the completed W-9 form to the individual or entity requesting it.

Who Needs W-9 - Susan G:

01
Independent Contractors: If you work as an independent contractor, you may need to provide a W-9 form to clients or businesses that pay you for your services.
02
Freelancers: Freelancers who receive income from various sources may also be asked to fill out a W-9 form by their clients or employers.
03
Sole Proprietors: Individuals who operate their own businesses as sole proprietors will often need to provide a W-9 form to report their income and tax information to their clients or customers.
04
Landlords: Landlords who receive rental income from their tenants may be required to provide a W-9 form to their property management companies or tenants for tax reporting purposes.
05
Financial Institutions: Banks and other financial institutions may request a completed W-9 form when opening certain types of accounts, such as business accounts or investment accounts.
Overall, anyone who needs to report their income or taxpayer information to another individual or entity may be required to fill out a W-9 form. It is important to accurately complete this form to ensure that your tax information is reported correctly.

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