Get the free Substitute Form W-9 - Empathia

Substitute Form W-9 Request For Taxpayer Identification Number To: Account Number: Please complete the following information. We are required by law to obtain this information from you when making

How to fill out substitute form w-9

How to fill out substitute form w-9:

1. Obtain the form: You can download the substitute form w-9 from the Internal Revenue Service (IRS) website or request a physical copy from the IRS by calling their toll-free number.
2. Provide your name and business name (if applicable): Write your legal name in the designated field. If you are operating a business, include the name of your business as well.
3. Enter your federal tax classification: Indicate your federal tax classification. This is usually your social security number (SSN) if you are an individual, or your employer identification number (EIN) if you are a business entity.
4. Include your address: Write your current mailing address in the space provided on the form. Make sure it is accurate and up-to-date.
5. Enter your account numbers (optional): If you are providing the form to a requester who requires your account numbers, enter them in the designated part of the form. This is typically used by financial institutions or government agencies.
6. Sign and date the form: Sign the substitute form w-9 at the bottom to certify that the information provided is correct and that you are not subject to backup withholding.

Who needs substitute form w-9:

1. Independent contractors: Individuals or businesses that perform services for other businesses may be required to complete a substitute form w-9. This helps the payer to report payments made to the IRS.
2. Freelancers: Freelancers or self-employed individuals who receive income from various sources may also need to fill out a substitute form w-9 to report their earnings and tax information.
3. Individuals receiving certain types of payments: If you receive interest income, dividends, broker transactions, real estate transactions, mortgage interest, or any other type of reportable income, you may be asked to provide a substitute form w-9.
4. Businesses working with vendors: Businesses that engage with vendors or contractors often request a substitute form w-9 to ensure they have the necessary information for tax reporting purposes.

Note: It is always important to consult with a tax professional or the IRS to determine if you need to fill out a substitute form w-9 based on your specific situation.

For pdfFiller’s FAQs

What is substitute form w-9?

It is a form used to request information from individuals or entities for tax purposes.

Who is required to file substitute form w-9?

Any person or entity who is making payments to another person or entity is required to file substitute form w-9.

How to fill out substitute form w-9?

The form must be completed with the payee's name, address, taxpayer identification number, and certification.

What is the purpose of substitute form w-9?

The purpose is to obtain the payee's tax identification information for reporting payments made.

What information must be reported on substitute form w-9?

The form must include the payee's name, address, taxpayer identification number, and certification of accuracy.

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