How often is a new vendor W-9 required?

September 16, 2022

Share

Q. Is there an IRS requirement as to how often to obtain a new W9 from a vendor (yearly, every 6 months, etc)? A. (Answered by IOFM's third-party tax experts) No, the federal regulations do not require new solicitation of Forms W-9 at fixed intervals.  Payers are not, however, prohibited from requesting payees to furnish a new W-9.  Regulations do require solicitation of a new Form W-9 as part of the "B Notice" process, in the "First B Notice" situation where the payer is required to solicit…

  Become A Member

Join IOFM today as a Professional, Business, or Enterprise Member — or upgrade your Starter Membership — to get access to this content and thousands of other Articles, Webinars, Expert Answers, Resource Downloads, and more!

Join Today


Naturally, this forum doesn’t allow the kind of full information exchange necessary for the Institute of Finance & Management (IOFM) to provide legal advice and the Expert is not a tax attorney in any event. Please understand that the nature of our responses are limited by these constraints as well as the site’s Terms of Use. If you have further questions or suggestions about how we can improve IOFM, please let us know. 
Ask The Expert is a member resource of IOFM and all advice provided is subject to site’s Terms of Use.

Subscribe to our Monthly Insider

You may unsubscribe from our mailing list at any time. Diversified Communications | 121 Free Street, Portland, ME 04101 | +1 207-842-5500