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Form W-9 (Rev. August 2013) Department of the Treasury Internal Revenue Service W-9 (r v. AO t 2013) D apartment Du Try for Internal Revenue Service Give Form to the requester. Do not send to the

How to fill out w-9 - fatca

How to Fill Out W-9 - FATCA?

1. Obtain the necessary form: To fill out the W-9 form for FATCA compliance, you can download it from the official website of the Internal Revenue Service (IRS) or request a hard copy from your employer or financial institution.
2. Personal information: Start by entering your name, as shown on your tax return, on the first line. If you have a business name, you can enter it on the second line (optional). Then, provide your mailing address, including the city, state, ZIP code, and country, on the third line.
3. Tax classification: On line 4, choose your tax classification by checking the appropriate box. The options usually include "Individual/sole proprietor," "C Corporation," "S Corporation," "Partnership," "Trust/estate," or "Limited liability company."
4. Exemptions: If you are exempt from backup withholding, which is a part of FATCA regulations, you should state that by checking the exempt box on line 5. However, keep in mind that specific criteria must be met to qualify for this exemption.
5. Certification and signature: On line 6, you need to date the form. Additionally, provide your signature on line 7, indicating that the information provided is true and correct to the best of your knowledge.

Who Needs W-9 - FATCA?

1. U.S. taxpayers: The W-9 form is primarily required from U.S. taxpayers who are asked to provide their tax information to financial institutions, employers, or other entities. It is important for the purpose of FATCA compliance and to ensure accurate reporting of income to the IRS.
2. Non-U.S. taxpayers with U.S. assets: In some cases, non-U.S. taxpayers who hold certain U.S. assets may also be required to fill out a W-9 form. This enables the reporting and withholding of income to ensure compliance with FATCA regulations.
3. Financial institutions: Financial institutions such as banks, investment firms, and other entities are obligated to collect W-9 forms from their customers or clients to verify their tax status and report income to the IRS.

Remember, it is always advisable to consult with a tax professional or seek guidance from the IRS if you have any specific questions or concerns regarding the W-9 form and FATCA requirements.

For pdfFiller’s FAQs

What is w-9 - fatca?

The W-9 form is used for tax purposes in the United States. FATCA stands for the Foreign Account Tax Compliance Act.

Who is required to file w-9 - fatca?

Individuals and entities making payments to foreign accounts are required to file W-9 - FATCA.

How to fill out w-9 - fatca?

To fill out W-9 - FATCA, you need to provide your personal information, including your name, address, and tax identification number.

What is the purpose of w-9 - fatca?

The purpose of W-9 - FATCA is to help the IRS identify individuals and entities with foreign financial accounts.

What information must be reported on w-9 - fatca?

The W-9 - FATCA form requires information such as name, address, tax identification number, and details about foreign financial accounts.

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