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Form W-9 (Rev. December 2014) Department of the Treasury Internal Revenue Service. Request for Taxpayer Identification Number and Certification.

How to fill out w-9 request for taxpayer

How to Fill Out W-9 Request for Taxpayer:

1. Begin by entering your name in the "Name" field on Line 1 of the W-9 form.
2. Provide your business name, if applicable, in the "Business name/disregarded entity name" field on Line 2. If you are operating as an individual, you can leave this field blank.
3. Select the appropriate tax classification for your entity by checking the appropriate box on Line 3. The options include Individual/Sole proprietor, C Corporation, S Corporation, Partnership, Trust/Estate, Limited Liability Company (LLC), or Other.
4. If you have previously received a W-9 request and indicated that you are exempt from backup withholding, you need to input your exemption code on Line 4. Otherwise, leave this field empty.
5. Enter your address details on Lines 5 and 6, including street address, city, state, and ZIP code.
6. Provide your taxpayer identification number (TIN) on Line 7. This could be your Social Security Number (SSN) or Employer Identification Number (EIN), depending on your circumstances.
7. If you are exempt from FATCA reporting requirements, skip Line 8. Otherwise, you need to indicate if you are a foreign entity subject to FATCA by checking the appropriate box.
8. Sign and date the form in the designated area on Line 9.
9. Keep a copy of the completed W-9 form for your records.

Who Needs W-9 Request for Taxpayer?

1. Businesses and individuals who engage in financial transactions with other entities may require a W-9 form from the payee. This can include clients, vendors, or contractors.
2. Employers often request a W-9 form from independent contractors and freelancers they hire to ensure accurate reporting of payments made to individuals.
3. Financial institutions, such as banks or investment firms, may request a completed W-9 form to comply with regulatory requirements or for tax reporting purposes.
4. Government agencies may require a W-9 form from individuals or businesses when entering into contracts or processing payments.

Note: It is always advisable to consult with a tax professional or refer to official IRS guidelines to ensure compliance with specific requirements and regulations related to filling out the W-9 form.

For pdfFiller’s FAQs

What is w-9 request for taxpayer?

The W-9 request for taxpayer is a form used by businesses to collect taxpayer identification information from vendors and independent contractors.

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

Businesses and individuals who make payments to vendors or independent contractors are required to file W-9 requests for taxpayers.

How to fill out w-9 request for taxpayer?

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

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

The purpose of a W-9 request for taxpayer is to collect the necessary information to report payments made to vendors and independent contractors to the IRS.

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

The information reported on a W-9 request for taxpayer includes the recipient's name, address, taxpayer identification number, and certification that the information provided is correct.

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