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Substitute for Form W-9

Substitute for Form W-9 2025

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The document is a Substitute for Form W-9, which requests the Taxpayer Identification Number (TIN) from individuals or businesses to avoid a 31% withholding on payments. It provides instructions for completing the form, including how to correctly enter names and TINs, and emphasizes the importance of accurate information for tax reporting purposes. The document also includes certification requirements and contact information for assistance.

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Why am I being asked to fill out a W9?

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.

Is it mandatory to fill out a W9?

Who needs to fill out a W-9 form? Employers who work with independent contractors must provide them with a W-9 form to fill out before starting work. There are specific criteria for who is classified as an independent contractor and will need to fill it out.

What is the substitute W9 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.

Do I legally have to fill out a W9?

You will need to fill out a W-9 form if you: Classify yourself as an independent contractor or freelancer. Are not a full-time employee of the business.

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 is also exempt. Barter exchange transactions and patronage dividends.

What happens if I dont file a W9?

Penalties: Not filling out a W9 form can also result in penalties. The IRS imposes a $50 penalty for each failure to provide a correct taxpayer identification number (TIN). If a taxpayer makes a false statement with no reasonable basis that results in no backup withholding, they could face a $500 penalty.

What to do if contractor wont provide W9?

If a contractor refuses to provide a W-9, you should document your request attempts and inform them of the requirement. If they still refuse, you may need to begin backup withholding at a rate of 24% on their payments and report this to the IRS.

What do I do if I dont have a W9?

The IRS requires you to request a W-9 form in writing from the vendor at least three times. If the vendor still doesnt provide a TIN, withhold 24% of the amount you pay them until you receive the TIN.

Substitute for Form W-9 2025

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