Form W-9 Substitute 2025

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The document is a W-9 form, which is a Request for Taxpayer Identification Number and Certification. It is used to provide taxpayer information to a requester, not sent to the IRS. The form includes sections for personal details, taxpayer identification numbers, and certifications regarding backup withholding and protected individual status. It outlines the rights of protected individuals regarding the provision of taxpayer identification numbers.

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What is a W9 form needed for?

Use Form W-9 to provide your correct Taxpayer Identification Number (TIN) to the person who is required to file an information return with the IRS to report, for example: Income paid to you. Real estate transactions. Mortgage interest you paid.

What if you dont have a W9?

Therefore, before starting any work with a person or business, be sure to ask for a Form W-9 if they havent already provided you with one. Failing to do so could make you required to pay withholding taxes on the money that you pay them.

Who is exempt from providing a W9?

All payees listed in items 1 through 4 and 6 through 11 are exempt. Also, C corporations are exempt. A person registered under the Investment Advisers Act of 1940 who regularly acts as a broker also is exempt. Barter exchange transactions and patronage dividends.

What happens if you dont provide a W9?

You may need to consider backup withholding if a contractor refuses to provide a W-9. Backup withholding ensures that the appropriate taxes are paid to the IRS, even if the contractor does not comply with tax reporting requirements. As of mid-2024, the backup withholding rate is 24%.

Is submitting a W9 mandatory?

A W9 from vendors is not required when payments will be less than $600 in a calendar year, but it is a good idea to request a W9 from all vendors. Also a W9 is not required when payments are not associated with conducting a trade or business.

What is a W9 substitute form?

Payors and withholding agents are allowed to use their own Forms W-9, which are not the official Internal Revenue Service (IRS) published Forms W-9. These forms are called substitute Forms W-9. In order to be sure that the substitute Form W-9 is reliable, a few items must be in place. Substantially similar content.

Can you pay a vendor without a W9?

Instances When a W9 is Not Required For example, if the total payments to a vendor are expected to be less than $600 in a calendar year, the IRS does not require a 1099 form, and therefore a W9 may not be needed. Learn more about these requirements in our article IRS Forms W-9 vs 1099: Key Differences for Businesses.

Form W-9 Substitute 2025

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