Get the free Instructions for the Requester of Form W-9

This document provides guidance on how to request taxpayer identification numbers and certifications using Form W-9, along with information on related tax compliance regulations.

How to fill out instructions for the requester

How to fill out Instructions for the Requester of Form W-9

1. Obtain the Form W-9 from the IRS website or your requester.
2. Fill in your name as it appears on your tax return.
3. Provide your business name, if applicable, in the 'Business name/disregarded entity name' section.
4. Select the appropriate tax classification by checking the corresponding box (Individual/Sole proprietor, C Corporation, S Corporation, Partnership, Trust/estate, Limited liability company, etc.).
5. Enter your address, including street, city, state, and ZIP code.
6. Provide your Taxpayer Identification Number (TIN), which can be your Social Security Number (SSN) or Employer Identification Number (EIN).
7. If you're exempt from backup withholding, indicate the exemption citation.
8. Sign and date the form, certifying that the information you provided is accurate.
9. Submit the completed form to the requester, not the IRS.

Who needs Instructions for the Requester of Form W-9?

1. Any individual or business that needs to provide their TIN to a requester for tax purposes.
2. Entities making payments to contractors, freelancers, or vendors requiring tax identification.
3. Organizations or businesses needing to verify tax status of payees.

People Also Ask about

How do I send a W9 form to someone?

You can share your W-9 via email or SMS. Alternatively, tap Export and verify the code sent to your phone number. You'll receive a PDF of your W-9 that you can download for your records.

How to send W9 electronically safely?

You can share your W-9 via email or SMS. Alternatively, tap Export and verify the code sent to your phone number. You'll receive a PDF of your W-9 that you can download for your records.

Who is the requester of Form W-9?

Requesters may establish a system for payees and payees' agents to submit Forms W-9 electronically, including by fax. A requester is anyone required to file an information return. A payee is anyone required to provide a taxpayer identification number (TIN) to the requester.

For pdfFiller’s FAQs

What is Instructions for the Requester of Form W-9?

Instructions for the Requester of Form W-9 provide guidance on how to properly request and collect information from individuals or entities that will receive payments, ensuring compliance with tax reporting requirements.

Who is required to file Instructions for the Requester of Form W-9?

Any individual or business that is required to report certain payments to the Internal Revenue Service (IRS) must file Instructions for the Requester of Form W-9 when requesting taxpayer identification information from payees.

How to fill out Instructions for the Requester of Form W-9?

To fill out Instructions for the Requester of Form W-9, the requester should provide the payee's name, business name (if applicable), address, taxpayer identification number (TIN), and any other relevant information as prompted on the form.

What is the purpose of Instructions for the Requester of Form W-9?

The purpose of Instructions for the Requester of Form W-9 is to inform and guide requesters on how to obtain the necessary taxpayer identification information from payees to comply with IRS reporting requirements.

What information must be reported on Instructions for the Requester of Form W-9?

The information that must be reported includes the payee's name, business name (if applicable), address, taxpayer identification number (TIN), and the type of entity (individual, corporation, partnership, etc.) for tax classification.