Get the free Substitute form w-9 - New York State

W9 Request for Taxpayer Identification Number and Certification Form (Rev. October 2007) Department of the Treasury Internal Revenue Service Give form to the requester. Do not send to the IRS. Print

How to fill out substitute form w-9

Point by point instructions on how to fill out substitute form W-9:

1. Start by downloading the substitute form W-9 from the Internal Revenue Service (IRS) website or obtaining a printed copy from your employer or client.
2. Begin by filling out your name in the "Name" field. Provide your full legal name as it appears on your tax returns.
3. Move on to the "Business name or disregarded entity name, if different from above" field. If you are operating as a business, enter the name of your business here. If you are a sole proprietor and do not have a separate business name, leave this field blank.
4. Enter your federal tax classification in the "Federal tax classification" field. This will depend on your specific situation. Common options include "Individual/sole proprietor," "C corporation," "S corporation," "Partnership," and "Trust/estate."
5. Provide your address in the "Address (number, street, and apt. or suite no.)" field. Make sure to include your city, state, and ZIP code.
6. Fill in your account numbers in the "Account numbers" field if you wish to voluntarily provide them. This is optional, but it can be helpful for certain businesses or transactions.
7. Sign and date the form in the "Signature" and "Date" fields. By signing the form, you confirm that the information provided is accurate.
8. Finally, return the completed form to the person or organization that requested it, whether it be your employer, client, or another entity.

Who needs substitute form W-9?

The substitute form W-9 may be required by individuals or businesses who are being hired as independent contractors, freelancers, or consultants. These forms are typically requested by employers or clients to collect information for tax purposes and to report payments made to the IRS. Additionally, financial institutions may require substitute form W-9 from customers for certain account-related matters. It is important to consult with the requesting party or seek professional tax advice to determine if you need to complete and submit a substitute form W-9.

For pdfFiller’s FAQs

What is substitute form w-9?

The substitute form W-9 is used by businesses to request taxpayer identification numbers (TIN) from vendors or contractors for tax reporting purposes.

Who is required to file substitute form w-9?

Businesses that make payments to vendors or contractors for services rendered are required to file substitute form W-9.

How to fill out substitute form w-9?

To fill out substitute form W-9, businesses need to provide their name, address, taxpayer identification number (TIN), and sign the form certifying the accuracy of the information provided.

What is the purpose of substitute form w-9?

The purpose of substitute form W-9 is to collect taxpayer identification numbers (TIN) from vendors or contractors to report payments made to them to the IRS.

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

The information reported on substitute form W-9 includes the vendor or contractor's name, address, taxpayer identification number (TIN), and a certification of their taxpayer status.

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