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W9Request for Taxpayer Identification Number and CertificationForm (Rev. October 2018) Department of the Treasury Internal Revenue Serviceable Form to the requester. Do not send to the IRS. Go to
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How to fill out w-9 request for taxpayer

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How to fill out w-9 request for taxpayer

01
To fill out a W-9 request for a taxpayer, follow these steps:
02
Download the W-9 form from the IRS website or obtain a physical copy from the requesting party.
03
Provide your full legal name on the first line.
04
Enter your business name, if applicable, on the second line.
05
Select your tax classification by checking the appropriate box (e.g., individual/sole proprietor, C corporation, S corporation, partnership, etc.).
06
If you are exempt from backup withholding, indicate this by checking the box provided.
07
Provide your address, including street, city, state, and ZIP code.
08
Enter your taxpayer identification number (TIN), which could be your Social Security Number (SSN) or Employer Identification Number (EIN), on the appropriate field.
09
Sign and date the form.
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Submit the completed W-9 form to the requesting party by the given deadline.

Who needs w-9 request for taxpayer?

01
Various entities and individuals may need a W-9 request from a taxpayer. These include:
02
- Employers: Employers often require W-9 forms from their employees for tax reporting purposes.
03
- Banks and Financial Institutions: When opening certain types of accounts, such as business accounts, banks and financial institutions may request a W-9 form to collect the taxpayer's information.
04
- Clients and Customers: Independent contractors, freelancers, and service providers may be asked to provide a W-9 form by their clients or customers to fulfill tax obligations.
05
- Government Agencies: Government agencies may request W-9 forms from individuals or businesses for various reasons, such as awarding contracts or processing payments.
06
- Non-profit Organizations: Non-profit organizations may need W-9 forms from donors or vendors for tax-related purposes.
07
- Landlords: Landlords may request a W-9 form from tenants to report rental income to the IRS.
08
- Financial Advisors: Financial advisors may ask their clients to complete a W-9 form as part of their financial planning and reporting processes.
09
It is important to remember that the specific requirements for obtaining a W-9 form may vary depending on the jurisdiction and purpose of the request.
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The W-9 form is a tax form used in the United States by persons to provide their taxpayer identification number (TIN) to another party, typically a business or individual requiring it for tax reporting purposes.
Individuals and entities that are required to provide their TIN to another party, usually those who are receiving income or payments that are reportable to the IRS, must file a W-9.
To fill out a W-9, provide your name, business name (if applicable), address, TIN (which can be a Social Security Number or an Employer Identification Number), and check the appropriate tax classification box.
The purpose of the W-9 form is to request the correct taxpayer identification number from payees for tax reporting purposes, ensuring compliance with IRS regulations.
The W-9 form requires the payee's name, business name (if applicable), address, taxpayer identification number (TIN), and certification of tax classification.
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