Get the free W-9 Substitute Form - Montana Department of Revenue - revenue mt

Substitute Form REQUEST FOR TAXPAYER IDENTIFICATION NUMBER (TIN) VERIFICATION W-9 PRINT OR TYPE State of Montana Do NOT send to IRS RETURN TO ADDRESS BELOW Legal Name (OWNER OF THE EIN OR SSN AS APPEARS

How to fill out w-9 substitute form

How to fill out w-9 substitute form:

1. Start by providing your personal information: Enter your name, address, and social security number or employer identification number (EIN) in the appropriate fields. Make sure to double-check the accuracy of the information provided.
2. Indicate your business entity type: If you are an individual, check the box for "Individual/sole proprietor" or "Single-member LLC." For other types of businesses, such as corporations or partnerships, select the appropriate option.
3. Determine your exemption codes, if applicable: Certain entities may be exempt from backup withholding. If you qualify for an exemption, enter the appropriate code in Box 4.
4. Provide your account number: If you have an account number with the requester (e.g., a bank or financial institution), enter it in Box 5. This step is optional, but it can be helpful for accurate record-keeping.
5. Sign and date the form: Review the completed form for any errors or omissions. Once you are satisfied with the information provided, sign and date the form in Box 8.

Who needs w-9 substitute form:

1. Independent contractors: Any individual or business that provides services to another party as an independent contractor may be required to complete and submit a W-9 substitute form. This ensures the payer has the necessary information to report the payments made to the contractor to the IRS.
2. Freelancers and gig workers: If you engage in freelance work, such as graphic design, writing, or consulting, and receive payment from clients or platforms, you may be asked to complete a W-9 substitute form. This helps the payer report the income accurately for tax purposes.
3. Individuals earning rental income: Landlords or property owners who receive rental income from tenants may need to provide a W-9 substitute form to the property management company or the tenant themselves. This assists with proper reporting of rental payments to the IRS.
4. Partnerships and S corporations: In certain situations, partnerships and S corporations may be required to request W-9 substitute forms from their partners or shareholders. This aids in gathering the necessary information for reporting purposes.

It is important to consult with a tax professional or refer to the IRS guidelines to determine if you need to fill out a W-9 substitute form based on your specific circumstances.

For pdfFiller’s FAQs

What is w-9 substitute form?

The W-9 substitute form is used to gather taxpayer information from individuals or entities that are not eligible for a standard W-9 form.

Who is required to file w-9 substitute form?

Individuals or entities that are not eligible for a standard W-9 form are required to file a W-9 substitute form.

How to fill out w-9 substitute form?

The W-9 substitute form should be filled out by providing the requested taxpayer information such as name, address, and taxpayer identification number.

What is the purpose of w-9 substitute form?

The purpose of the W-9 substitute form is to collect taxpayer information for reporting purposes.

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

The W-9 substitute form typically requires the reporting of taxpayer information such as name, address, and taxpayer identification number.

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