Get the free W-9 or W-8 Documents Form W-9 is used to ... - Controller's Office - co vt

W?9 or W?8 Documents Form W?9 is used to request the taxpayer identification number (TIN) of a U.S. person (including a resident alien, partnership, corporation, company, association, estate, or domestic

How to fill out w-9 or w-8 documents

How to fill out w-9 or w-8 documents:

1. Start by obtaining the appropriate form from the Internal Revenue Service (IRS) website or your employer. The W-9 form is used by U.S. taxpayers, while the W-8 form is for foreign individuals or entities.
2. Begin by entering your full legal name in the designated field. Make sure to provide your name exactly as it appears on your tax returns.
3. Provide your mailing address, including the street, city, state, and ZIP code. Double-check for any errors or misspellings.
4. Indicate your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) on the form. This information is used for tax identification purposes.
5. If you are a U.S. citizen, you can sign and date the certification section to certify that the information you have provided on the W-9 form is correct.
6. In the case of the W-8 form, different sections must be completed based on your personal circumstances. Non-U.S. individuals or entities should carefully read the instructions provided on the form.
7. For the W-8 form, complete Part I, which includes providing your name, country of citizenship, and foreign tax identification number, if applicable.
8. Depending on your situation, complete the relevant parts of the W-8 form, such as Part II (claim of tax treaty benefits) or Part III (other U.S. tax exemptions).
9. Review the completed form for accuracy, ensuring that all necessary fields have been filled out correctly and legibly. Mistakes or missing information can cause delays or errors during tax processing.
10. Sign and date the form as instructed, certifying that the information provided is accurate and that you are authorized to do so.

Who needs w-9 or w-8 documents:

1. U.S. taxpayers who receive income must fill out the W-9 form. This includes individuals, sole proprietors, partnerships, limited liability companies, and corporations.
2. Individuals or entities who are not U.S. citizens or residents but earn income from U.S. sources may need to fill out the W-8 form. This includes non-resident aliens, foreign entities, and foreign contractors.
3. Additionally, individuals or entities who are exempt from certain U.S. taxes or eligible for tax treaty benefits may be required to complete the W-8 form.
4. The exact requirements for these forms may vary based on the individual or entity's situation, so it is advisable to consult with a tax professional or the IRS instructions to determine the specific circumstances under which these forms are required.

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