If you are providing Form W-9 to an FFI to document a joint account each holder of the account that is a U.S. person must provide a Form W-9. See What is backup withholding later. Form W-9 Rev. 10-2018 Page 2 By signing the filled-out form you 1. Also see Special rules for partnerships earlier. Note The grantor also must provide a Form W-9 to trustee of trust. In addition you must furnish a new Form W-9 if the name or TIN changes for the account for example if the grantor of a grantor trust...dies. Enter the name. If the owner of the disregarded entity is a foreign person the owner must complete an appropriate Form W-8 instead of a Form W-9. Foreign person. If you are a foreign person or the U.S. branch of a foreign bank that has elected to be treated as a U.S. person do not use Form W-9. See What is FATCA reporting later for further information. Note If you are a U.S. person and a requester gives you a form other than Form W-9 to request your TIN you must use the requester s form if...it is substantially similar to this Form W-9. W-9 Form Rev. October 2018 Department of the Treasury Internal Revenue Service Request for Taxpayer Identification Number and Certification Give Form to the requester. Do not send to the IRS* Go to www*irs*gov/FormW9 for instructions and the latest information* 1 Name as shown on your income tax return. Name is required on this line do not leave this line blank. Print or type. See Specific Instructions on page 3. 2 Business name/disregarded entity...name if different from above 4 Exemptions codes apply only to certain entities not individuals see instructions on page 3 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the following seven boxes. Individual/sole proprietor or single-member LLC C Corporation Partnership Trust/estate Exempt payee code if any Limited liability company. Enter the tax classification C C corporation S S corporation P Partnership Note Check the...appropriate box in the line above for the tax classification of the single-member owner. Do not check Exemption from FATCA reporting LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is code if any another LLC that is not disregarded from the owner for U*S* federal tax purposes. Otherwise a single-member LLC that is disregarded from the owner should check the appropriate box for the tax classification of its owner. Other see...instructions 5 Address number street and apt. or suite no. See instructions. Applies to accounts maintained outside the U*S* Requester s name and address optional 6 City state and ZIP code 7 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 line 1 to avoid backup withholding. For individuals this is generally your social security number SSN. However for a resident alien sole...proprietor or disregarded entity see the instructions for Part I later.
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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, you can download a blank version from the IRS website or use tools such as pdfFiller, which provide options for online editing. Simply upload the form to the platform and utilize editing features to fill in your information. Once edits are made, ensure you save the final document for submission or storage.
How to fill out IRS W-9
Filling out the IRS W-9 form requires specific information. Start by entering your name as it appears on your tax return in the first box. Next, provide your business name if applicable in the second box. Indicate your tax classification by checking the appropriate box, such as individual/sole proprietor or corporation. Include your address, city, state, ZIP code, and taxpayer identification number (TIN), which could be your Social Security Number (SSN) or Employer Identification Number (EIN).
Latest updates to IRS W-9
Latest updates to IRS W-9
As of 2023, the IRS has made minor updates to the W-9 form to improve clarity regarding the identification of eligible payees. It is critical to use the latest version, available on the IRS website, to ensure compliance and avoid issues with tax reporting.
All You Need to Know About IRS W-9
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?
All You Need to Know About IRS W-9
What is IRS W-9?
IRS W-9 is a form used by individuals and businesses to provide their correct taxpayer identification information to entities that require it for reporting purposes. This form is essential for independent contractors, freelancers, and other self-employed individuals who receive payments from clients.
What is the purpose of this form?
The purpose of the IRS W-9 form is to furnish the requester with the correct TIN for reporting payments made to you throughout the tax year. Entities that need to report income paid to you must have this information to comply with IRS regulations. The W-9 is critical for ensuring accurate tax reporting and avoiding backup withholding.
Who needs the form?
Individuals and businesses that typically need to fill out the IRS W-9 form include freelancers, independent contractors, partnerships, and corporations. If you receive income that the IRS must report, you will likely be asked to provide a W-9 form. This requirement typically arises when you are hired for services or paid for work done.
When am I exempt from filling out this form?
You may be exempt from completing the IRS W-9 form if you are a foreign entity or a foreign person who is not subject to U.S. income tax. Additionally, certain tax-exempt organizations may not need to submit the W-9. However, it is advisable to confirm your exemption status under IRS guidelines.
Components of the form
The IRS W-9 form includes several critical components: your name, business name, tax classification, address, and TIN. Each element must be filled out accurately to avoid processing issues. The form also includes a certification section that affirms the information provided is correct and complete, which you must sign and date.
What are the penalties for not issuing the form?
Failing to issue the IRS W-9 form when required can lead to penalties, including backup withholding. If the requester does not receive a W-9, they may be obligated to withhold taxes at a rate of 24% on payments made to you. This underscores the importance of providing the completed form promptly.
What information do you need when you file the form?
When filing the W-9 form, ensure you have the following information ready: your legal name, business name (if applicable), address, TIN (SSN or EIN), and the correct tax classification. Having this information organized will help facilitate a smooth completion of the form.
Is the form accompanied by other forms?
The IRS W-9 form does not require additional forms when submitted to the requester. However, if you are also filing for other tax documents, such as a 1099 form, the W-9 is needed to ensure accuracy in reporting your income. Always consult specific instructions provided by the entity requesting the form for any necessary accompanying documents.
Where do I send the form?
The W-9 form is typically submitted directly to the entity requesting it, not to the IRS. Each requester may have specific submission instructions, so always follow their guidelines. Keep a copy for your records in case it's needed for future reference or verification.
FAQ about IRS W-9
What should I do if I realize I've made an error on my IRS W-9 after submission?
If you discover an error on your submitted IRS W-9, the correct course of action is to submit a new form with the correct information. Ensure to clearly mark it as an amended W-9, and communicate the correction to the party requesting the form to avoid any confusion.
How can I verify that my IRS W-9 form has been processed by the recipient?
To verify the processing of your IRS W-9, you may need to reach out directly to the recipient who requested the form. They may provide confirmation once they have updated their records. Keep a copy of the submitted form and any communication for your records.
Are e-signatures accepted on the IRS W-9 form?
Yes, e-signatures are generally accepted on the IRS W-9, provided they comply with the relevant electronic signature laws. It’s important to confirm with the requesting entity if they accept e-signatures, as policies may vary between organizations.
What should I know about retaining records related to IRS W-9 submissions?
It is advised to keep a copy of your IRS W-9 form for at least four years after the tax return year you submitted it. This helps ensure that you can verify your information in case of any future inquiries or audits.
What can I do if I receive a notice from the IRS regarding my W-9 submission?
If you receive a notice from the IRS regarding your W-9, carefully read the instructions provided in the notice. Respond promptly with any requested information and keep documentation of your communications. Consider seeking professional tax advice if the matter is complex.
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Use this catalog to find any type of IRS forms. We've gathered all of them under this section uncategorized to help you to find a proper form faster. Once you spot it on this list, have a look at the versions and schedules you might need as attachments. All returns are available for 2016 and for previous fiscal years.
