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W-9 Tax Classification for Non-Profit Organizations
February 26, 2025
Q. For the tax classification of a non-profit organization on the W9, is it ok to check the Other box and list Non-Profit on the detail line, or are you required to list code section number for the type of tax exemption your organization has?
A.
(Answered by IOFM's third-party tax advisor)
The current version of the W-9 does not give any guidance to non-profit/tax-exempt organizations other than to say that the organization should provide its name and taxpayer identification number on the…
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