W-9 / W-8

IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Canadian Address, US Vendor: Which Tax Form and Do You Withhold?

Q. We received a W-9 from a vendor with a Canadian address. It seems that he now resides in… Read More

Do Tax Treaty Benefits Continue After a Payee Leaves the US?

Q. A payee had treaty benefits on a W-8BEN for royalties while in the U.S. The payee moves out of… Read More

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On-demand Webinar: Backup Withholding: The “Forgotten Person” of the 1099 World

This course explores the often-overlooked topic of backup withholding in the 1099 reporting environment. Participants will gain a comprehensive understanding of what backup withholding is, when

W-9 Name Discrepancies: When a Corporation Name Appears on a Limited Partnership's Form

Q. A contract is in the name of a Limited Partnership. The Limited Partnership provides an IRS Form… Read More

Foreign Nonqualified Intermediary with US Owner: Tax Reporting and Documentation Requirements

Q. We received a W-8IMY for a vendor based in Australia. Its Chapter 3 status is Nonqualified… Read More

W-9 Form Compliance: Proper Name Placement for Sole Proprietors and Disregarded Entities

Q. If the new W-9 is approved and requires that if an EIN is listed, Line 1 cannot have an… Read More

W-9 vs W-8: Which Vendor to Set Up in Multi-Company Sales

Q. Who is the actual vendor in this commission sales transaction? I'm not sure if I need a W-9 from… Read More

Swedish Vendor W-8 Form

Q. We have new vendor who is located in Sweden, and they have a full-time U.S.-citizen salesperson… Read More

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On-demand Webinar: Information Reporting Mid-Year Update

Join us for a rundown of everything that is changing and/or new for information forms in 2026. This up-to-the-second session will give you the latest news. Topics include (and are subject to change