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Federal Entity Tax Exemption: Is a W-9 Enough Verification?
July 8, 2026
Q. If an entity is stating they are a federal entity and proves it with their W-9, is that sufficient for tax exemption?
A.
(Answered by IOFM's third-party tax expert) Yes. You are not required to do further verification beyond what they put on their W-9. Some organizations do want to perform additional verification, such as searching on the Secretary of State website, etc. However, this is not required. You can use the information on the W-9 unless you have reason to believe it is…
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