W-9 / W-8

Q. We incorrectly invoiced our foreign customer and the invoice was paid in full. We now need to… Read More

Q. When should W9s be signed and are electronic signatures acceptable? Please also provide the IRS… Read More

Q. When is a foreign vendor required to complete the Foreign Tax ID box on the W-8 Forms? Should we… Read More

Q. Every year my company has to file Form 1099s for a handful of U.S. citizens living abroad. Is… Read More

Q. What is the best practice when our office receives a W-9 where the Line 1 name does not match… Read More

Q. We paid a foreign person for rental income in 2023, but during the year they moved to the US and… Read More

In March 2024, the IRS issued a final revised edition of Form W-9, Request for Taxpayer Identification Number and Certification. The 2024 version replaces the version that was previously published by… Read More

Q. The IRS recently issued a new version of the Form W-9 (Rev. March 2024). What is the period of… Read More

IRS Form W-9 is the primary form used to solicit payee information your organization needs for Form 1099 tax information reporting compliance.  An informed review of each W-9 when it’s

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Q. I know that W-8 forms are valid for three calendar years following the year the form was signed.… Read More