Frequently Asked Questions


What is IRS Form W-9?

Form W-9 is often referred to as an IRS W9 form or IRS W-9 form, or simply W9. Form W-9 is used to provider accurate taxpayer identification number (TIN) to the person who is required to file an information return (such as Form 1099) with the IRS to report income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA. The TIN is either a social security number (SSN) or employer identification number (EIN).

 

How Do I Know When To Request Form W-9?

You must request Form W-9 in order to determine the taxpayer identification number (TIN) of a U.S. person (including a resident alien) and to request certain certifications and claims for exemption. Withholding agents may require signed Forms W-9 from U.S. exempt recipients to overcome a presumption of foreign status. For federal purposes, a U.S. person includes but is not limited to:

  • An individual who is a U.S. citizen or U.S. resident alien,
  • A partnership, corporation, company, or association created or organized in the United States or under the laws of the United States,
  • Any estate (other than a foreign estate), or
  • A domestic trust (as defined in Regulations section 301.7701-7).

A partnership may require a signed Form W-9 from its U.S. partners to overcome a presumption of foreign status and to avoid withholding on the partner's allocable share of the partnership's effectively connected income. For more information, see http://www.irs.gov/instructions/iw9/ar02.html#d0e103

 

What if the person from whom I am requesting a TIN is a foreign person?

You should not use Whiskey 9 or Form W-9. You must advise foreign persons to use the appropriate Form W-8 or Form 8233, Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual. See http://www.irs.gov/instructions/iw9/ar02.html#d0e103

 

Does Whiskey 9 meet the W-9 requirements for the submission of Form W-9 electronically?

Yes. Requesters are permitted by the IRS to establish a system for payees and payees' agents to submit Forms W-9 with an electronic system. As required by the IRS Whiskey 9 ensures that:

  • The information received is the information sent, and documents all occasions of users access that result in the submission;
  • Makes reasonably certain that the person accessing the system and submitting the form is the person identified on Form W-9, the investment advisor, or the introducing broker;
  • Provides the same information as the paper Form W-9;
  • Is able to supply a hard copy of the electronic Form W-9 if the Internal Revenue Service requests it; and
  • Requires as the final entry in the submission an electronic signature by the payee whose name is on Form W-9 that authenticates and verifies the submission. The electronic signature is made under penalties of perjury and the perjury statement contains the samelanguage of the paper Form W-9.

 

Are there W-9 instructions available?

Whiskey 9 provides instructions on the Form W-9. If you would like to review the official instructions from the IRS you should visit http://www.irs.gov/instructions/iw9/

 

Does Whiskey 9 create a printable W-9 form?

Yes. You can print the W-9 you complete as an individual, or all of the W-9s you collect using the Whiskey 9 system.

 

What does Whiskey 9 do with my information?

Your information is collected and stored for your benefit and the benefit of the requesting organization only. We will not use your information for any other purpose at any time without your express consent. You can read more in our Term of Service and Privacy Policy.

 

What is SendW9?

Taxpayers can use sendw9.com to complete and send a W9 to anyone. If you are a Whiskey9 customer you will get your own sendw9.com url (for example sendw9.com/account-name) that you can send to taxpayers. When a taxpayer uses that url the taxpayer's W9 information will appear in your Whiskey9 account.

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