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Navigating W-9 discrepancies and vendor payments

March 20, 2024

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Q. What is the best practice when our office receives a W-9 where the Line 1 name does not match the Tax ID provided? The county is hesitant to provide instruction on how to complete a W-9 form for the fear of inappropriately providing guidance on taxes. However, there are scenarios in which we know what entity should be paid. For example, our county has a policy on paying client's rent payments to the owner of the property our clients reside in. So, if an LLC owns it we are generally looking…

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.

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