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Video instructions and help with filling out and completing W-9 Form

Instructions and Help about W-9 Form

There the next few minutes i want to show you how to fill out an irs form called the w9 kind of a strange sounding form but really this is a form that gets used for all kinds of different purposes and it's probably gonna come up at some point in the life of your real estate investing business sometimes you're gonna have to fill this out on behalf of yourself and sometimes you're gonna have to request that somebody else fill out this form for you and really the whole purpose of this form is pretty simple it's just so that one party can get the information they need from the other party in order to file a specific form with irs so for example one of our property is being bought or sold and the closer needs to file a form called a 1099 s in order to get that information they could get it from this form if it's filled out and signed and dated by the appropriate party or for example if you as the seller on a seller finance deal you need to send out what's called a 1098 form to the borrower you could also get that information from this as well and those are just two examples there's a slew of other reasons why this form could be helpful but really i just want to show you how to fill this form out whether you're filling it out on behalf of yourself or whether you're filling it out on behalf of somebody else and you're trying to get their signature you would really just have to put all the information that you know right here in this form and right now i'm showing you the online version from the irs website and keep in mind this form actually changes and gets updated every so often you'll see right here at the top where it says revised december 2022 at some point in the future i guarantee this is going to be revised again so whenever you're filling this out just make sure you're working with the current copy because there are these little minor changes that happen every so often and really all you have to do is just enter in all the information you have about the person from whom this form is being requested so for example if this form was being requested from me i would just go ahead and put my information in here like this and depending on whether you're filling this out on behalf of yourself or on behalf of a business entity that's when you would fill in this second line here so for example if i was filling this out on behalf of my business entity i would just put my company name in here and then when you look at this second line right here and case i have what's called a single-member llc which in this form the irs essentially treats the same as like a sole proprietorship.

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FAQ

Why am I being asked to fill out a W9?
US financial institutions ask you to complete Form W9 in order to obtain your personal identifying information (name, address, tax ID) to report income paid to you to the IRS, such as interest, dividends, capital gains, cancellation of debt, royalties, rents, etc. or income paid by you to the institution, such as ...
What is the purpose of a W-9 Form?
Form W-9 is a really simple IRS form with precisely one function. It lets you send your Tax Identification number (TIN) 14which is your Employer Identification Number (EIN) or your Social Security number (SSN) 14to another person, bank, or other financial institution.
What happens if you refuse to fill out a W9?
If you don't fill out a W-9 duly requested by an employer, partner or other entity duly entitled to your taxpayer ID information, you may be penalized $50 for each instance. You may also be subject to backup withholding, which means the payor will withhold 28 percent of your check and forward the proceeds to the IRS.
Can I refuse to fill out a w9?
Can I refuse to fill out the W-9? Yes, you can refuse a request to fill out the W-9 but only if you are suspicious as to why a business has made the request. Be wary of filling out the W-9 if the business does not have a legitimate reason to ask you to fill it out.
What is Form W-9 used for?
What is form W-9? IRS Form W-9, Request for Taxpayer Identification Number and Certification is a one-page IRS tax document that individuals and businesses use to send the correct taxpayer identification number to other individuals, clients, banks, and financial institutions.
Who needs to fill out a W9?
W-9 Form. Who Has to Fill It Out? W-9 forms are for self-employed workers like freelancers, independent contractors and consultants. You need to use it if you have earned over $600 in that year without being hired as an employee.
Is W9 form mandatory?
A W-9 form is not required for all business transactions In general, W-9s are required only for business-to-business relationships where more than $600 is paid in the calendar year. The $600 rule applies to labor and services. For direct sales, a W-9 is required for total purchases over $5,000.
Can you refuse to give a W-9?
Just keep them safe. You do not need to turn in Form W-9s to the IRS. Also, the information on the form should be used to fill out Form 1099s. It should not be used for any other purpose, and you cannot give anyone else the information contained on that form.
Can I refuse to fill out a W9?
Can I refuse to fill out the W-9? Yes, you can refuse a request to fill out the W-9 but only if you are suspicious as to why a business has made the request. Be wary of filling out the W-9 if the business does not have a legitimate reason to ask you to fill it out.
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