Get the free Substitute form W-9 - Putnam Investments

Substitute form W9 Request for Taxpayer Identification Number and Certification Putnam Investor Services, Inc. P. O. Box 8383, Boston, MA 022668383 18002251581 www.putnam.com Your account number Tax

How to fill out substitute form w-9

How to fill out substitute Form W-9:

Obtain the substitute Form W-9:

Visit the Internal Revenue Service (IRS) website or consult a tax professional to get a copy of the substitute Form W-9.

Provide personal information:

Fill in your name, business name (if applicable), address, and taxpayer identification number (TIN). This could be your Social Security Number (SSN) or Employer Identification Number (EIN).

Specify your tax classification:

Determine whether you are an individual (sole proprietor), a partnership, a corporation, or an LLC. Indicate the appropriate tax classification by checking the corresponding box on the form.

Exemption codes:

If you are exempt from backup withholding or are subject to certain federal payments, review the instructions and enter the appropriate exemption codes.

Sign and date the form:

Sign and date the substitute Form W-9 to certify that the information provided is accurate. If you are completing the form on behalf of a business entity, indicate your capacity to sign (e.g., owner, officer, partner).

Submit the form:

Submit the completed substitute Form W-9 to the requesting party, such as a client or financial institution. Retain a copy for your records.

Who needs substitute Form W-9:

Independent contractors:

If you are an independent contractor who is paid more than $600 in a tax year by a client, the client may require you to complete a substitute Form W-9 for tax reporting purposes.

Businesses hiring vendors or freelancers:

Businesses that hire vendors, freelancers, or other entities to provide services or merchandise may need to collect substitute Form W-9 to comply with tax regulations and accurately report payments made.

Financial institutions:

Banks, brokerage firms, and other financial institutions may request substitute Form W-9 to verify the taxpayer identification number (TIN) of account holders, beneficiaries, or other parties involved in financial transactions.

It is always important to consult with a tax professional or refer to the official IRS guidelines for specific instructions relating to the completion of substitute Form W-9, as requirements may vary based on individual circumstances or governmental regulations.

For pdfFiller’s FAQs

What is substitute form w-9?

Substitute form W-9 is a document used to request taxpayer identification number and certification from individuals and entities for tax purposes.

Who is required to file substitute form w-9?

Entities that make payments to individuals and businesses, such as employers, financial institutions, and government agencies, are required to request a completed Form W-9 from payees before making payments.

How to fill out substitute form w-9?

To fill out Form W-9, individuals or businesses need to provide their name, taxpayer identification number (such as social security number or employer identification number), address, and certification of their taxpayer status.

What is the purpose of substitute form w-9?

The purpose of Form W-9 is to gather the necessary information to report payments made to individuals and entities to the IRS, such as interest, dividends, rents, royalties, and other income.

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

Substitute Form W-9 must include the payee's name, address, taxpayer identification number, certification of entity type, and signature.

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