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How to fill out w 9-3

01
To fill out the W-9 form, follow these steps:
02
Start by entering your name at the top of the form in the 'Name' field.
03
Provide your business name, if applicable, in the 'Business name/disregarded entity name' field.
04
Enter your federal tax classification in the 'Federal tax classification' field. This is typically your business entity type, such as sole proprietorship, partnership, or corporation.
05
Specify your exemption codes, if any, in the 'Exemptions' field. This is generally left blank for most individuals.
06
Provide your mailing address in the 'Address' field. This should be the address where you receive your mail.
07
Enter your account numbers, if applicable, in the 'Account numbers' field. This is typically used for reporting income from real estate transactions or mortgage interest.
08
Sign and date the form in the 'Signature' and 'Date' fields respectively.
09
If you are a sole proprietor, you may need to provide your Social Security Number (SSN) or Employer Identification Number (EIN) in the 'SSN/EIN' field.
10
Note: It is important to double-check all the information you provide before submitting the form.

Who needs w 9-3?

01
The W-9 form is typically needed by individuals or entities who are requested to provide their taxpayer identification number (TIN) to a requester. This includes the following:
02
- Independent contractors or freelancers who receive income from clients.
03
- Business entities, such as partnerships or corporations, that make payments to individuals or other businesses.
04
- Landlords who receive rental income.
05
- Financial institutions that need to report interest income or dividends to account holders.
06
- Anyone who receives payment that is subject to backup withholding.

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