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W9 Form (Rev. December 2014) Department of the Treasury Internal Revenue Service Request for Taxpayer Identification Number and Certification Give Form to the requester. Do not send to the IRS. Print

How to fill out w-9 request for taxpayer

How to fill out w-9 request for taxpayer

1. Read the instructions: Before filling out the W-9 form, make sure to carefully read the instructions provided by the IRS.
2. Provide accurate personal information: Fill in your name, business name (if applicable), address, and social security number or employer identification number accurately.
3. Check the appropriate box: Indicate your tax classification by checking the appropriate box for individual, sole proprietor, corporation, partnership, etc.
4. Exemption codes: If you are exempt from backup withholding, you may need to enter an exemption code. Refer to the instructions for the relevant codes.
5. Certification: Sign and date the form to certify that the information provided is correct.
6. Submit the form: Once completed, send the W-9 form to the requester who needs it for tax purposes.
7. Retain a copy: It's advisable to keep a copy of the filled-out W-9 form for your records.

Who needs w-9 request for taxpayer?

1. Requesting organizations: Businesses or organizations that make payments to individuals or entities for services rendered often require a W-9 form to gather the necessary tax information.
2. Freelancers and contractors: Independent contractors or self-employed individuals who receive income from clients or certain types of payments are commonly asked to provide a W-9 form.
3. Financial institutions: Banks, credit unions, and other financial institutions may request a W-9 form when opening accounts or conducting certain financial transactions.
4. Government agencies: Various government entities may require individuals or companies to fill out a W-9 form for reporting purposes or to process payments.
5. Real estate transactions: In certain real estate transactions, such as property sales, rentals, or mortgage interest payments, the involved parties may need to collect W-9 forms.
6. Investment companies: Investment firms or brokerages may request a W-9 form to comply with IRS regulations when reporting dividends, interest, or other investment-related income.

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