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SUBSTITUTE W-9 FORM REQUEST FOR TAXPAYER IDENTIFICATION NUMBER AND CERTIFICATION Section 6109 of the Internal Revenue Code requires you to give your correct Taxpayer Identification Number (TIN) to

How to fill out substitute w-9 form request

How to fill out substitute w-9 form request:

1. Start by downloading the substitute Form W-9 from the Internal Revenue Service (IRS) website. It can be found in the Forms & Publications section.
2. Begin filling out the form by entering your name in the first line. Make sure to use your legal name as it appears on your tax returns.
3. Provide your business name in the second line if applicable. This is only necessary if you are filling out the form on behalf of a business entity.
4. The third line requires you to select your federal tax classification. Choose the applicable option from the provided choices, such as "Individual/Sole Proprietor" or "C-Corporation."
5. Enter your address in the fourth line. It should match the address associated with your tax records.
6. Fill out the fifth line with your city, state, and ZIP code.
7. Include your taxpayer identification number (TIN) in the sixth line. For most individuals, this will be your Social Security Number (SSN). If you are a business entity, use your Employer Identification Number (EIN).
8. If you are exempt from backup withholding, check the box on line 7 and provide a written explanation on an attached sheet if required.
9. Sign and date the form on line 8. By signing, you are certifying that the information provided is correct.
10. Finally, provide your telephone number and email address in case the requester needs to contact you for any clarifications or to send you important tax-related documents.

Who needs substitute W-9 form request?

1. Independent contractors: If you are providing services as an independent contractor or freelancer, clients or businesses may require you to fill out a substitute W-9 form to obtain your taxpayer information for tax reporting purposes.
2. Businesses: Companies that hire independent contractors or freelancers often need their taxpayer information to accurately report payments made to the IRS and issue the appropriate tax documents, such as Form 1099-MISC.
3. Financial institutions: Banks, credit unions, and other financial institutions may require substitute W-9 forms from their account holders to comply with the IRS's requirement to report certain types of income.

For pdfFiller’s FAQs

What is substitute w-9 form request?

Substitute W-9 form request is a document used by businesses to collect taxpayer identification information from vendors or independent contractors.

Who is required to file substitute w-9 form request?

Any business that pays a person or entity over $600 in a calendar year for services rendered is required to file a substitute W-9 form request.

How to fill out substitute w-9 form request?

To fill out a substitute W-9 form request, the payer must provide their name, business name, address, and taxpayer identification number, as well as request the recipient's name, address, and taxpayer identification number.

What is the purpose of substitute w-9 form request?

The purpose of substitute W-9 form request is to gather the necessary tax information needed to report payments made to vendors or independent contractors to the IRS.

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

The substitute W-9 form request must include the payer's name, address, and taxpayer identification number, as well as the recipient's name, address, and taxpayer identification number.

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