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LBA PROFESSIONAL DEVELOPMENT WORKSHOPS Completing the W9, W8BEN, W8BENE Plus Resolving IRS Mismatches (Webinar) August 29, 2016 3:30pm 5:00pm The FATWA rules and tax exchanges with foreign countries

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How to fill out completing form w-9 w-8ben

How to Fill Out Completing Form W-9 W-8BEN:

01

Begin by filling out your personal information. This includes your name, mailing address, and any other required contact information. Make sure to provide an accurate and up-to-date address.

02

Next, you will need to provide your taxpayer identification number (TIN). For U.S. citizens or residents, this is typically your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN). Non-resident aliens will need to provide their Foreign Tax Identification Number (FTIN).

03

Indicate your correct tax classification. For individuals, this is usually "individual/sole proprietor" unless you have a specific business entity. If you are a business entity, select the appropriate option based on your organization type.

04

Review the certification section and make sure to sign and date the form. By signing, you are attesting that the information provided is true and accurate to the best of your knowledge.

05

If you are completing Form W-8BEN, provide any additional information that may be required based on your country of residence and the purpose for which you are submitting the form (e.g., claiming a treaty benefit).

Who Needs Completing Form W-9 W-8BEN:

01

Individuals or businesses that are receiving income in the United States and need to provide their taxpayer information to the income payer will typically need to complete Form W-9.

02

Non-U.S. residents or entities that are receiving income from U.S. sources or claiming tax treaty benefits may need to complete Form W-8BEN. This includes non-resident aliens and foreign companies.

03

Banks, financial institutions, or other entities that require proof of a taxpayer's identification and status may also request the completion of these forms.

04

It is important to consult with a tax advisor or the Internal Revenue Service (IRS) to determine if these forms are necessary in your specific situation. Requirements may vary depending on your citizenship, residency status, and the nature of your income.

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What is completing form w-9 w-8ben?

Form W-9 is used to provide a correct TIN to the person who is required to file an information return with the IRS. Form W-8BEN is used by foreign individuals to certify their non-U.S. status for tax purposes.

Who is required to file completing form w-9 w-8ben?

Form W-9 is typically completed by U.S. persons, while Form W-8BEN is completed by foreign individuals who are receiving income from U.S. sources.

How to fill out completing form w-9 w-8ben?

Both forms require the individual to provide personal information such as name, address, and taxpayer identification number. Form W-9 also requires a signature certifying the information provided is correct.

What is the purpose of completing form w-9 w-8ben?

The purpose of completing these forms is to ensure that accurate tax reporting is done for income received by the individual, either within the U.S. or from U.S. sources.

What information must be reported on completing form w-9 w-8ben?

Information such as name, address, taxpayer identification number, and certification of U.S. status (for Form W-9) or non-U.S. status (for Form W-8BEN) must be reported.

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