IRS Form W-9: When Do You Need It, Who Needs to Provide It, and What Makes It a Reliable Form? | Product


A NEW compliance training presentation.  Join us for a practical training session with many real-life examples showing how to:

  • identify which payees should furnish Form W-9 to your organization
  • know when you must request the form
  • review Forms W-9 to determine whether you have sufficient information to rely upon to fulfill your organization’s Form 1099 reporting obligations
  • use “presumption rules” in the federal tax regulations to help you assign presumed status if the form isn’t clear or reliable
  • comply with record retention rules
  • recognize two fact situations which will require your organization to withhold federal income tax from payments to certain payees.

Learning Objectives:

Implement best practices for the use of Form W-9 in compliance with certain regulatory requirements for information reporting and backup withholding.

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