IRS W-9 2011 free printable template

W-9 Form Rev. December 2011 Department of the Treasury Internal Revenue Service Request for Taxpayer Identification Number and Certification Give Form to the requester. Cat. No. 10231X Form W-9 Rev. 12-2011 Page 2 The person who gives Form W-9 to the partnership for purposes of establishing its U.S. status and avoiding withholding on its allocable share of net income from the partnership conducting a trade or business in the United States is in the following cases The U.S. owner of a disregarded...entity and not the entity The U.S. grantor or other owner of a grantor trust and not the trust and The U.S. trust other than a grantor trust and not the beneficiaries of the trust. Do not send to the IRS* Print or type See Specific Instructions on page 2. Name as shown on your income tax return Business name/disregarded entity name if different from above Check appropriate box for federal tax classification Individual/sole proprietor C Corporation Partnership Trust/estate Exempt payee Limited...liability company. Enter the tax classification C C corporation S S corporation P partnership Other see instructions Address number street and apt. or suite no. Requester s name and address optional City state and ZIP code List account number s here optional Part I Taxpayer Identification Number TIN Enter your TIN in the appropriate box. The TIN provided must match the name given on the Name line to avoid backup withholding. For individuals this is your social security number SSN. However for a...resident alien sole proprietor or disregarded entity see the Part I instructions on page 3. For other entities it is your employer identification number EIN. If you do not have a number see How to get a TIN on page 3. Social security number Note. If the account is in more than one name see the chart on page 4 for guidelines on whose number to enter. Employer identification number Certification Under penalties of perjury I certify that 1. The number shown on this form is my correct taxpayer...identification number or I am waiting for a number to be issued to me and 2. I am not subject to backup withholding because a I am exempt from backup withholding or b I have not been notified by the Internal Revenue Service IRS that I am subject to backup withholding as a result of a failure to report all interest or dividends or c the IRS has notified me that I am no longer subject to backup withholding and 3. I am a U*S* citizen or other U*S* person defined below. because you have failed to...report all interest and dividends on your tax return* For real estate transactions item 2 does not apply. For mortgage interest paid acquisition or abandonment of secured property cancellation of debt contributions to an individual retirement arrangement IRA and generally payments other than interest and dividends you are not required to sign the certification but you must provide your correct TIN* See the instructions on page 4. Sign Here Signature of U*S* person Date General Instructions...Section references are to the Internal Revenue Code unless otherwise noted* Purpose of Form A person who is required to file an information return with the IRS must obtain your correct taxpayer identification number TIN to report for example income paid to you real estate transactions mortgage interest you paid acquisition or abandonment of secured property cancellation of debt or contributions you made to an IRA.

Instructions and Help about IRS W-9

How to edit IRS W-9

How to fill out IRS W-9

Instructions and Help about IRS W-9

How to edit IRS W-9

To edit the IRS W-9 form, use a reliable PDF editor such as pdfFiller. Open the document, then click on the text field you want to modify. Make necessary changes, ensuring all details are accurate before saving the document.

How to fill out IRS W-9

Fill out the IRS W-9 form by following these steps:

1. Download the IRS W-9 form from the IRS website or a trusted source.
2. Provide your name as shown on your tax return in the first field.
3. Fill in the business name if applicable, and select the appropriate tax classification.
4. Enter your address, city, state, and ZIP code in the designated fields.
5. Input your taxpayer identification number (TIN) in the appropriate section.
6. Sign and date the form to certify your information.

About IRS W-9 2011 previous version

What is IRS W-9?

What is the purpose of this form?

Who needs the form?

When am I exempt from filling out this form?

Components of the form

What are the penalties for not issuing the form?

What information do you need when you file the form?

Is the form accompanied by other forms?

Where do I send the form?

About IRS W-9 2011 previous version

What is IRS W-9?

The IRS W-9 form, officially known as the Request for Taxpayer Identification Number and Certification, is used by individuals and businesses in the U.S. to provide correct taxpayer identification information to payers. This form ensures proper reporting of various payments to the IRS.

What is the purpose of this form?

The primary purpose of the IRS W-9 form is to collect accurate taxpayer identification details, such as the TIN or Social Security Number, for reporting purposes. Businesses use this information when they report payments like freelance wages or interest income to the IRS, ensuring that all earnings are reported correctly.

Who needs the form?

Any U.S. citizen or resident alien who receives income from employment, contractual work, or other payments needs to fill out the IRS W-9 form. Additionally, businesses must obtain a completed W-9 from their vendors or independent contractors to report the payments made.

When am I exempt from filling out this form?

You may be exempt from filing the IRS W-9 form if you are a corporation or if certain payments you receive are exempt from backup withholding. However, it's essential to verify your exemption status based on IRS guidelines before omitting the form.

Components of the form

The IRS W-9 form includes several key components: the name of the taxpayer, the business name (if applicable), the address, the TIN or Social Security number, and a certification section where the taxpayer asserts that the information provided is accurate. The simplicity of the form aids in quick completion and submission.

What are the penalties for not issuing the form?

Failure to issue the IRS W-9 form when required could result in penalties for the payer. According to IRS guidelines, if a payer does not obtain the W-9 form from a contractor or vendor, they may be responsible for backup withholding, which is a percentage of the payment that must be withheld and sent to the IRS.

What information do you need when you file the form?

When completing the IRS W-9 form, you need personal information such as your name, address, and TIN or Social Security number. It's important to ensure all details are accurate to avoid complications in tax reporting.

Is the form accompanied by other forms?

The IRS W-9 form is independent and does not typically require additional forms when filed. However, businesses may need to submit other forms, such as 1099s, to report payments made based on the information provided on the W-9.

Where do I send the form?

The completed IRS W-9 form should be sent directly to the requester, typically your employer or client, rather than submitted to the IRS. It is essential to retain a copy for your records in case verification is needed later.

FAQ about IRS W-9

What should I do if I realize I've made an error on my submitted IRS W-9?

If you discover a mistake on your IRS W-9 after submission, the first step is to submit a corrected form. You can do this by filling out a new IRS W-9 and marking it as a correction. Keep a copy of both the original and corrected form for your records to ensure proper documentation.

How can I verify if my IRS W-9 has been received and processed?

To verify the receipt and processing of your IRS W-9, you should follow up directly with the requester of the form, such as your employer or financial institution. They can confirm if they have successfully received and processed the form on their end.

How long should I retain copies of my IRS W-9 for record-keeping?

It is advisable to retain copies of your IRS W-9 for a minimum of four years. This period aligns with the IRS statute of limitations for auditing purposes, ensuring you have the necessary documentation in case of any inquiries or audits.

What should I do if my IRS W-9 submission gets rejected?

In the event that your IRS W-9 submission is rejected, carefully review the feedback or error message provided to identify the reason for rejection. Once you understand the issue, correct it and re-submit the form as necessary. Keeping a close eye on any communications from the requester will also aid in resolving the matter quickly.

Can I use an e-signature for my IRS W-9, and what are the guidelines?

Yes, you can use an e-signature for your IRS W-9, provided that the e-signature meets the IRS's criteria for authenticity and consent. Ensure that you understand the specific e-signature requirements and maintain security measures to protect your personal data when using electronic forms.