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How to fill out W-11

01
Obtain a copy of Form W-11, Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding.
02
Enter your name and the country where you are a resident for tax purposes in the appropriate sections.
03
Provide your address, including city, state or province, and postal code.
04
Fill in your taxpayer identification number (TIN), if applicable, or indicate 'not applicable' if you do not have one.
05
If you are a corporation, partnership, or other entity, include your entity type and details.
06
Certify your status by signing and dating the form.

Who needs W-11?

01
Foreign individuals or entities who receive income from U.S. sources and are claiming reduced withholding tax rates under an income tax treaty.
02
Beneficial owners of income who want to certify their foreign status to avoid higher tax withholding.
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W-11 is a tax form used by certain taxpayers to claim exemption from backup withholding.
Taxpayers who receive specific types of payments, such as interest, dividends, or freelance income, and are not subject to backup withholding must file W-11.
To fill out W-11, provide your name, address, taxpayer identification number, and indicate the type of income you receive. Sign and date the form to certify the information is correct.
The purpose of W-11 is to inform payers that the taxpayer is exempt from backup withholding, allowing them to receive payments without the payer withholding taxes.
On W-11, you must report your name, address, taxpayer identification number, the type of income, and a certification statement confirming your exemption from backup withholding.
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