Get the free Form W-9 (Rev. October 2007) - Union College - union

An individual or entity (Form W-9 requester) who is required to file an ... If you are a foreign person or the U.S. branch of a foreign bank ... financial institution to report all United States account

How to fill out form w-9 rev october

How to fill out Form W-9 Rev October:

1. Download the form: Visit the official website of the Internal Revenue Service (IRS) and download Form W-9 Rev October. You can also get a physical copy from your tax advisor or local IRS office.
2. Provide your personal information: Fill in your name, address, and social security number (SSN) or employer identification number (EIN) in the appropriate sections. Make sure to use your legal name as registered with the IRS.
3. Check the appropriate box: Depending on your tax classification, check the box that applies to you. Most individuals will check the "Individual/sole proprietor or single-member LLC" box.
4. Exemption codes (if applicable): If you are exempt from backup withholding or have any specific exemptions, fill in the appropriate codes in Part II.
5. Certification and signature: Read the Certification section carefully and sign and date the form. By signing, you certify that the information you provided is true and correct.
6. Submit the form: Keep a copy of the completed form for your records and submit the original to the requester, who may be a client, employer, or financial institution.

Who needs Form W-9 Rev October:

1. Independent contractors: If you are providing services as an independent contractor, your clients may request you to fill out Form W-9 to obtain your taxpayer information for income reporting purposes.
2. Business entities: Partnerships, limited liability companies (LLCs), corporations, and other business entities often need to provide their taxpayer identification number (TIN) to clients, vendors, or financial institutions. Form W-9 helps collect this information.
3. Individuals receiving certain types of income: Some financial institutions may require individuals to complete Form W-9 to report income from interest, dividends, or mortgage interest.
4. Taxpayers subject to backup withholding: If you previously received a notice from the IRS or other payer stating that backup withholding would be required on your income, you may need to complete Form W-9 to establish your exemption status.
5. Other specific situations: There may be other situations where entities or individuals may need to provide Form W-9, such as certain real estate transactions or when establishing accounts with certain financial institutions.

Remember, it is important to consult with a tax professional or the IRS if you have any questions about filling out Form W-9 or determining whether you need to provide this form.

For pdfFiller’s FAQs

What is form w-9 rev october?

Form W-9 is a tax document used in the United States to request the taxpayer identification number (TIN) of a U.S. person.

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

Any U.S. person, including individuals, partnerships, corporations, and other entities, who are receiving income that is subject to backup withholding.

How to fill out form w-9 rev october?

Fill out the form with your name, address, taxpayer identification number (TIN), and certification.

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

The purpose of Form W-9 is to provide the requester with the TIN of the taxpayer, which is used for reporting income to the IRS.

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

The form requires the taxpayer to provide their name, address, TIN, and certify that the information is correct.

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