Get the free Substitute W-9 - Shared Services Center - University of Michigan

If you do not have a number see How to get a TIN on page 2 of the IRS form W-9. IRS form W-9 http //www.irs.gov/pub/irs-pdf/fw9. Do NOT send to the IRS. IRS Reporting Name must match IRS records this name must match the Taxpayer Identification Number below Exemptions Exempt payee code if any Exemption from FATCA reporting code if any Business Name if different from above. Pdf Taxpayer Identification Number The undersigned certifies that the above named company maintains a business...

How to fill out substitute w-9 - shared

How to fill out substitute w-9 - shared

1. Start by obtaining a substitute Form W-9 document. This form is available on the official website of the Internal Revenue Service (IRS).
2. Fill out your personal information in Part I of the form. This includes your full name, business name (if applicable), address, city, state, and ZIP code.
3. Provide your taxpayer identification number (TIN) or Social Security Number (SSN) in Part I of the form.
4. Indicate your federal tax classification in Part II of the form. This includes options such as Individual/Sole Proprietor, C Corporation, S Corporation, Partnership, Trust/Estate, Limited Liability Company (LLC), etc.
5. If you are exempt from backup withholding, you must check the appropriate exemption box in Part II of the form and provide any required supporting documentation.
6. Sign and date the substitute Form W-9 to certify that the information provided is accurate.
7. Submit the completed substitute Form W-9 to the requester or entity that requires the form for tax purposes.
8. Keep a copy of the filled-out form for your records.
9. It is important to consult with a tax professional or the IRS instructions for specific guidance while filling out the substitute Form W-9.

Who needs substitute w-9 - shared?

1. Individuals or businesses that make payments to other individuals or entities for services rendered or goods purchased generally need a substitute Form W-9.
2. Employers may require employees to fill out a substitute W-9 for payroll and tax purposes.
3. Freelancers or independent contractors who are paid by clients will typically be asked to provide a substitute W-9 to ensure proper tax reporting.
4. Financial institutions may request substitute W-9 forms from account holders to comply with Know Your Customer (KYC) regulations.
5. Real estate brokers or property management companies may require substitute W-9 forms from property owners for taxation purposes.
6. Government entities and nonprofit organizations that engage in financial transactions with vendors or individuals may also need substitute Form W-9s.
7. Overall, anyone who needs to report payments made to others to the IRS for tax purposes should use a substitute Form W-9.

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What is substitute w-9 - shared?

Substitute W-9 - shared is a form used in place of the regular IRS Form W-9 to provide taxpayer identification information.

Who is required to file substitute w-9 - shared?

Any individual or entity that is required to provide their taxpayer identification information may be required to file a substitute W-9 - shared.

How to fill out substitute w-9 - shared?

You can fill out a substitute W-9 - shared by providing your name, address, taxpayer identification number, and other requested information on the form.

What is the purpose of substitute w-9 - shared?

The purpose of substitute W-9 - shared is to provide accurate taxpayer identification information to payers and to comply with IRS reporting requirements.

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

The substitute W-9 - shared must include the name, address, and taxpayer identification number of the individual or entity being reported.