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Substitute Form W-9 W9 (Rev. January 2002) Print or type See Specific Instructions on page 2. Department of the Treasury Internal Revenue Service Request for Taxpayer Identification Number and Certification

How to fill out substitute form w-9

How to fill out substitute form w-9:

1. Begin by entering your name in the "Name" field. This should be your legal name as it appears on your tax documents.
2. Moving on to the "Business name/disregarded entity name" field, provide the name of your business or disregarded entity, if applicable. Leave this field blank if you are not representing a business.
3. Next, you will need to select your federal tax classification. This will vary depending on your individual circumstances. The options include individual/sole proprietor, C corporation, S corporation, partnership, trust/estate, limited liability company, etc. Select the one that applies to you.
4. If you have been issued a specific tax identification number by the IRS, enter it in the "Exemptions" field. Otherwise, you can leave this field blank.
5. Moving on to the "Address" section, provide your complete mailing address, including street address, city, state, and zip code.
6. In the next section, specify whether the address you provided is your permanent address or if it's a mailing address. Make the appropriate selection by checking the corresponding box.
7. If you have an account number with the requester, such as a bank or financial institution, enter it in the "Account numbers" field. Otherwise, leave it blank.
8. The final step is to date and sign the form to certify that the information provided is true and accurate. Ensure that you have read the certification carefully before signing.

Who needs substitute form w-9:

1. Individuals or businesses that are hired as independent contractors by companies or clients often need to fill out a substitute form w-9. This includes freelancers, consultants, and other self-employed individuals.
2. Banks and other financial institutions may require individuals or businesses to complete a substitute form w-9 for tax reporting purposes.
3. Real estate brokers and property managers may request substitute form w-9 from property owners to facilitate rental income reporting.
4. Companies that make payments to individuals or businesses for services rendered, such as royalties, commissions, or rent, may request a substitute form w-9 to obtain the necessary taxpayer information for tax reporting.
5. Individuals or businesses participating in certain financial transactions, such as mortgage interest payments, foreclosure property sales, or cancellation of debt events, may be asked to complete a substitute form w-9.

Remember, it is always recommended to consult with a tax professional or the IRS if you have specific questions or uncertainties about filling out the substitute form w-9.

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What is substitute form w-9?

Substitute form W-9 is an IRS form used by businesses to collect the taxpayer identification number (TIN) of individuals or entities they do business with.

Who is required to file substitute form w-9?

Any business or individual who makes payments to others for services rendered is required to file substitute form W-9.

How to fill out substitute form w-9?

To fill out substitute form W-9, one must provide their name, address, taxpayer identification number (TIN), and certify the accuracy of the information.

What is the purpose of substitute form w-9?

The purpose of substitute form W-9 is to obtain the TIN of individuals or entities receiving payments, in order to report the income to the IRS.

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

The information reported on substitute form W-9 includes the recipient's name, address, TIN, and certification of accuracy.