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IRS SUBSTITUTE FORM W-9 BY Mail Stockholder Services P.O. Box 54250 Atlanta, GA 30308-0250 800.554.7626 SUBSTITUTE FORM W-9 BY Courier Stockholder Services/11th Floor 30 Ivan Allen Jr. Blvd. NW Atlanta,

How to fill out substitute form w-9

How to fill out substitute form w-9:

1. Obtain a copy of the substitute form w-9 from the appropriate source, such as the IRS website or a tax professional.
2. Read the instructions carefully to understand the purpose and requirements of the form.
3. Begin by entering your personal information in the designated fields, including your name, address, and social security number or employer identification number.
4. Provide your entity classification by checking the appropriate box that best describes your tax status (e.g., individual, sole proprietor, corporation, partnership, etc.).
5. If your business operates under a different name than your legal name, note it in the "business name" field.
6. If you are exempt from backup withholding, indicate it by checking the corresponding box.
7. Carefully review the form to ensure all information is accurate and complete. Any errors or missing information could lead to delays or penalties.
8. Sign and date the form to certify the accuracy of the information provided.
9. Keep a copy of the completed form for your records.

Who needs substitute form w-9:

1. Individuals or businesses that are classified as independent contractors, freelancers, or vendors may be required to complete a substitute form w-9.
2. Organizations or entities that need to report payments made to independent contractors, such as businesses, government agencies, and non-profit organizations, may require individuals to fill out a substitute form w-9.
3. Additionally, financial institutions, such as banks and brokerage firms, may request individuals to complete a substitute form w-9 to comply with various reporting requirements.

Note: It is always advisable to consult with a tax professional to determine if you need to fill out a substitute form w-9 and to ensure compliance with relevant tax laws and regulations.

For pdfFiller’s FAQs

What is substitute form w-9?

Substitute Form W-9 is a document used to request the taxpayer identification number (TIN) of a person or entity. It is typically required by payers to report income payments and facilitate tax reporting.

Who is required to file substitute form w-9?

The person or entity making certain types of payments, such as interest, dividends, or miscellaneous income, is required to file Substitute Form W-9.

How to fill out substitute form w-9?

To fill out Substitute Form W-9, you need to provide your name, business name (if applicable), address, and taxpayer identification number (TIN). Additionally, you may need to provide additional information such as exemption codes or certifications.

What is the purpose of substitute form w-9?

The purpose of Substitute Form W-9 is to collect the necessary information for tax reporting purposes. It helps payers identify the correct taxpayer and provides the taxpayer identification number required for accurate reporting.

What information must be reported on substitute form w-9?

Substitute Form W-9 requires the reporting of the taxpayer's name, address, and taxpayer identification number (TIN). Additional information, such as exemption codes or certifications, may also be required depending on the specific situation.

How do I complete substitute form w-9 online?

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