Get the free Form W-9 (Rev. October 2007) - First Financial Associates Inc

W-9 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 form w-9 rev october

How to Fill Out Form W-9 Rev October?

1. Begin by entering your name in the "Name" field. Make sure to use your full legal name and include any applicable suffixes, such as Jr. or III.
2. In the "Business name/disregarded entity name (if different from above)" field, provide the name of your business or the name of a disregarded entity if it is different from your personal name.
3. If you are operating as a sole proprietor, you can leave the "Exemptions" section blank. However, if you are exempt from backup withholding, you will need to specify the reason by checking the appropriate box.
4. Provide your business address in the "Address (number, street, and apt. or suite no.)" field. This should be the physical location of your business.
5. Fill in your city or town, state, and ZIP code in the respective fields of the "City, state, and ZIP code" section.
6. Under the "Requester's name and address (optional)" section, enter the name, address, and TIN (Taxpayer Identification Number) of the requester if you have been specifically requested to fill out Form W-9 by a third-party.
7. In the "List account number(s) here (optional)" field, you can input any account numbers or reference numbers that are relevant to the requester, if applicable.
8. If you have a FATCA filing requirement, check the appropriate box in Part 1. If you are unsure about your FATCA status, consult with a tax professional for guidance.
9. Review the Certification section at the bottom of the form. By signing and dating the form, you are confirming the accuracy of the information provided and certifying that you are not subject to backup withholding.

Who Needs Form W-9 Rev October?

1. Individuals or businesses that are required to report income on a U.S. federal tax return may need to fill out Form W-9.
2. Independent contractors and freelancers who receive more than $600 in a calendar year for their services will likely be asked to complete Form W-9 by the clients or companies they work for.
3. Financial institutions and other entities that anticipate making certain reportable payments, such as interest, dividends, or real estate transactions, may also request individuals or businesses to provide a completed Form W-9. This is to ensure accurate reporting and withholding of taxes as required by the Internal Revenue Service (IRS).

Note: It's important to consult with a tax professional or refer to the official IRS guidelines to determine your specific filing requirements and obligations related to Form W-9.

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What is form w-9 rev october?

Form W-9 Rev. October is a tax form used in the United States to provide a taxpayer identification number (TIN) to payers (or brokers) who are required to file an information return with the Internal Revenue Service (IRS).

Who is required to file form w-9 rev october?

Individuals, freelancers, independent contractors, sole proprietors, corporations, partnerships, trusts, or any other entity that receives certain types of income are required to file Form W-9 Rev. October.

How to fill out form w-9 rev october?

To fill out Form W-9 Rev. October, you need to provide your name, business name (if applicable), entity type, address, taxpayer identification number, and certification. You can download the form from the IRS website and follow the instructions provided.

What is the purpose of form w-9 rev october?

The purpose of Form W-9 Rev. October is to provide a TIN to payers (or brokers) for reporting income paid to the individual or entity. This form helps the payer accurately report income to the IRS.

What information must be reported on form w-9 rev october?

The information required on Form W-9 Rev. October includes the taxpayer's name, business name (if applicable), entity type, address, taxpayer identification number, and the taxpayer's certification.