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W9 Form (Rev. December 2014) Department of the Treasury Internal Revenue Service Request for Taxpayer Identification Number and Certification Give Form to the requester. Do not send to the IRS. 1

How to fill out w-9 request for taxpayer

How to fill out a W-9 request for taxpayer:

1. Begin by entering your name in the first line of the form. Make sure to use your legal name as it appears on your tax return.
2. Fill in your business name, if applicable, on the second line. Skip this line if you are not operating a business or using a DBA (Doing Business As) name.
3. Provide your business entity type on the third line. This could be Sole Proprietorship, Partnership, Corporation, Limited Liability Company (LLC), or other.
4. Enter your business tax classification on the fourth line. This could be an individual/sole proprietor, C Corporation, S Corporation, partnership, trust/estate, limited liability company, or other.
5. Include your exempt payee code, if applicable, in the box provided on line 5. Most individuals and businesses do not have an exempt payee code, so they can leave this box blank.
6. Fill in your address details on lines 6 through 8. Make sure to include your street address, city or town, state, and ZIP code.
7. Provide your taxpayer identification number (TIN) on line 9. For most individuals, this will be their Social Security Number (SSN). For businesses, it will be their Employer Identification Number (EIN).
8. Indicate if you are subject to backup withholding by checking the appropriate box on line 9. Backup withholding is applicable in certain circumstances where the IRS requires the payer to withhold a certain percentage of the payment.
9. Sign and date the form on line 10 to certify that the information provided is correct.
10. Keep a copy of the completed W-9 form for your records.

Who needs a W-9 request for taxpayer?

1. Freelancers and independent contractors who receive payments for their services often need to fill out a W-9 form. This is because the person or business paying them needs the taxpayer's information for tax reporting purposes.
2. Businesses that hire subcontractors or vendors may require these individuals or companies to complete a W-9 form. This enables the paying business to accurately report these payments to the IRS.
3. Financial institutions, such as banks or brokerage firms, may request a W-9 from their clients. This is to ensure they have the necessary taxpayer information for reporting any interest, dividends, or other income paid to the account holder.
4. Landlords may require their tenants to complete a W-9 form. This allows them to report rental income accurately, especially if they need to issue a Form 1099 to the tenant at the end of the year.
5. Any individual or business that receives a request to complete a W-9 form should do so if they believe it is necessary and legitimate. It is important to review the purpose of the request and make sure it aligns with your financial activities.

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What is w-9 request for taxpayer?

The W-9 request for taxpayer is a form used by businesses to request the taxpayer identification number (TIN) of an individual or business for tax reporting purposes.

Who is required to file w-9 request for taxpayer?

Any business or individual who makes payments to another entity for services rendered must file a W-9 request for taxpayer.

How to fill out w-9 request for taxpayer?

To fill out a W-9 request for taxpayer, one must provide their name, address, TIN, and certify that the information provided is correct.

What is the purpose of w-9 request for taxpayer?

The purpose of the W-9 request for taxpayer is to collect the necessary information for tax reporting purposes and to verify the identity of the payee.

What information must be reported on w-9 request for taxpayer?

The W-9 request for taxpayer must include the payee's name, address, TIN, entity type (individual or business), and signature.