Form W-9 Request for Taxpayer Identification Number and Certification

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TitleForm W-9 Request for Taxpayer Identification Number and Certification
Typeform
AuthorDepartment of the Treasury, Internal Revenue Service
DateRev. 3-2024
LanguageEnglish
Pages6
KEY TOPICS
Taxpayer Identification Number (TIN)Backup withholdingFATCA reportingFederal tax classificationCertification under penalties of perjuryU.S. person statusIdentity theft protectionExempt payee codes
ORGANIZATIONS
Internal Revenue Service (IRS)Department of the TreasurySocial Security Administration (SSA)Department of JusticeCommodity Futures Trading CommissionTreasury Inspector General for Tax Administration (TIGTA)Federal Trade Commission (FTC)United States federal governmentState governments and U.S. territoriesForeign financial institutions
AMOUNTS
Backup withholding percentage24%
Penalty for failure to furnish TIN$50
Civil penalty for false statement$500

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Summary
IRS Form W-9 is a tax document used by U.S. persons—including individuals, businesses, and entities—to provide their Taxpayer Identification Number (TIN), such as a Social Security Number or Employer Identification Number, to requesters who must report payments to the IRS on information returns like Form 1099. The form collects identifying information including name, federal tax classification, address, and TIN, and requires the signer to certify that the TIN is correct, they are not subject to backup withholding, and they are a U.S. citizen or resident alien. Completed forms are given to the requester (not the IRS) to establish U.S. status and prevent backup withholding on reportable payments.
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Key facts & numbers
Based on the Form W-9 document (Rev. 3-2024), here are the key facts, numbers, and dates mentioned: ## Form Identification & Document Details - **Form**: W-9 (Request for Taxpayer Identification Number and Certification) - **Revision Date**: March 2024 (Rev. 3-2024) — appears on every page - **Catalog Number**: 10231X - **Total Pages**: 6 pages - **Extracted Data**: 318 nodes ## Key Percentages & Dollar Amounts - **24%**: Backup withholding rate applied to certain payments if TIN not provided (Page 2) - **$50**: Penalty for each failure to furnish correct TIN (unless reasonable cause) (Page 3) - **$500**: Civil penalty for false statement with respect to withholding (Page 3) - **60 days**: Time allowed to obtain TIN for interest/dividend payments before backup withholding applies (Page 4) ## Critical Dates & Years - **1983**: Key threshold year for account opening (accounts opened before 1984 have different signature requirements than those opened after 1983) (Page 2, Page 5) - **1984**: Accounts opened before this year for interest/dividend accounts (Page 5) - **April 30, 1984**: Date of first Protocol to U.S.-China tax treaty mentioned in example (Page 2) - **15 business days**: Time to receive mailed forms W-7 and SS-4 (Page 4) ## Tax Code Sections & Regulations - **Chapter 3 & Chapter 4**: Withholding rules (sections 1441–1474) for foreign persons (Page 2) - **Section 1445**: Withholding on dispositions of U.S. real property interests (Page 2) - **Regulations section 301.7701-2(c)(2)**: Definition of disregarded entity (Page 3) - **Regulations section 301.7701-7**: Definition of domestic trust (Page 2) - **Section 501(a)**: Tax-exempt organizations (Page 3) - **Section 581**: Financial institution definition (Page 4) - **Section 584(a)**: Common trust funds (Page 4) - **Section 6109**: Privacy Act requirement to provide TIN (Page 6) - **Sections 6698, 6722, 6724**: Penalty provisions for failure to file correct information returns (Page 3) - **Section 3406**: Backup withholding requirements (Page 6) ## Exempt Payee Codes (Line 4) Numbers 1–13 identify payees exempt from backup withholding: 1. Tax-exempt organization under section 501(a), IRA, or 403(b)(7) account 2. United States or agencies/instrumentalities 3. State, DC, commonwealth, territory, or subdivisions 4. Foreign government or subdivisions 5. Corporation 6. Registered securities/commodities dealer 7. Futures commission merchant 8. Real estate investment trust 9. Entity registered under Investment Company Act of 1940 10. Common trust fund under section 584(a) 11. Financial institution under section 581 12. Nominee or custodian (middleman) 13. Trust under section 664 or 4947 ## Important Phone Numbers - **800-772-1213**: Social Security Administration (Page 4) - **800-908-4490**: IRS Identity Theft Hotline (Page 5) - **877-777-4778**: Taxpayer Advocate Service (TAS) (Page 5, 6) - **800-829-4059**: TAS TTY/TDD (Page 5, 6) - **800-366-4484**: Treasury Inspector General for Tax Administration (TIGTA) (Page 6) - **877-IDTHEFT (877-438-4338)**: Federal Trade Commission identity theft hotline (Page 6) ## Related Forms Mentioned - **Form 1099 series**: INT, DIV, MISC, NEC, B, S, K, C, A, 8, 8-E, 8-T (Page 2) - **Form 1041**: U.S. Income Tax Return for Estates and Trusts (Page 5) - **Form 1040**: Individual income tax return (referenced in Line 1 instructions) (Page 3) - **Form 14039**: Identity Theft Affidavit (Page 5) - **Form SS-5**: Application for Social Security Card (Page 4) - **Form SS-4**: Application for Employer Identification Number (Page 4) - **Form W-7**: Application for ITIN (Page 4) - **Form W-8 series**: For foreign persons (W-8BEN, W-8EXP, etc.) (Page 2) - **Form 8233**: Exemption from Withholding on Compensation for Independent Personal Services (Page 2) - **Schedules K-2 and K-3**: Partnership reporting for foreign partners (Page 1, Page 3) ## Website References - **www.irs.gov/FormW9**: Instructions and latest information - **www.irs.gov/EIN**: Online EIN application - **www.SSA.gov**: Social Security forms - **www.IdentityTheft.gov**: Identity theft resources - **www.irs.gov/IdentityTheft**: IRS identity theft information
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Pages 6 extracted

PAGE 1
Form W-9 Request for Taxpayer Identification Number and Certification Give form to the requester. Do not send to the IRS. Department of the Treasury Internal Revenue Service Go to www.irs.gov/FormW9 for instructions and the latest information. B
PAGE 2
Form W-9 (Rev. 3-2024) Page 2 must obtain your correct taxpayer identification number (TIN), which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employ
PAGE 3
Form W-9 (Rev. 3-2024) Certain payees and payments are exempt from backup withholding. See Exempt payee code, later, and the separate Instructions for the Requester of Form W-9 for more information. See also Establishing U.S. status for purposes of
PAGE 4
Form W-9 (Rev. 3-2024) 2 The United States or any of its agencies or instrumentalities. 3 A state, the District of Columbia, a U.S. commonwealth or territory, or any of their political subdivisions or instrumentalities. 4 A foreign government o
PAGE 5
Form W-9 (Rev. 3-2024) Part II. Certification To establish to the withholding agent that you are a U.S. person, or resident alien, sign Form W-9. You may be requested to sign by the withholding agent even if item 1, 4, or 5 below indicates otherwis
PAGE 6
Form W-9 (Rev. 3-2024) Victims of identity theft who are experiencing economic harm or a systemic problem, or are seeking help in resolving tax problems that have not been resolved through normal channels, may be eligible for Taxpayer Advocate Servi

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Raw Structured JSON

{
  "title": "Form W-9 Request for Taxpayer Identification Number and Certification",
  "type": "form",
  "author": "Department of the Treasury, Internal Revenue Service",
  "date": "Rev. 3-2024",
  "pageCount": 6,
  "language": "English",
  "keyTopics": [
    "Taxpayer Identification Number (TIN)",
    "Backup withholding",
    "FATCA reporting",
    "Federal tax classification",
    "Certification under penalties of perjury",
    "U.S. person status",
    "Identity theft protection",
    "Exempt payee codes"
  ],
  "monetaryAmounts": [
    {
      "label": "Backup withholding percentage",
      "amount": "24%"
    },
    {
      "label": "Penalty for failure to furnish TIN",
      "amount": "$50"
    },
    {
      "label": "Civil penalty for false statement",
      "amount": "$500"
    }
  ],
  "people": [],
  "organizations": [
    "Internal Revenue Service (IRS)",
    "Department of the Treasury",
    "Social Security Administration (SSA)",
    "Department of Justice",
    "Commodity Futures Trading Commission",
    "Treasury Inspector General for Tax Administration (TIGTA)",
    "Federal Trade Commission (FTC)",
    "United States federal government",
    "State governments and U.S. territories",
    "Foreign financial institutions"
  ]
}
Model: accounts/fireworks/models/kimi-k2p5 • Confidence: 1 • 40957ms

The Code

import { createOkra, doc } from '@okrapdf/runtime';
import { z } from 'zod';

const okra = createOkra({ apiKey: process.env.OKRA_API_KEY });

// Upload
const upload = await okra.upload('https://www.irs.gov/pub/irs-pdf/fw9.pdf');
await okra.wait(upload.id);
await okra.publish(upload.id); // makes URLs public

// Read
const pages = await okra.pages(upload.id);
const entities = await okra.entities(upload.id);

// Ask
const summary = await okra.ask(upload.id, 'Summarize this document');

// Structured Output
const data = await okra.structuredOutput(upload.id, MySchema, {
  query: 'Extract document metadata',
});
Generated with @okrapdf/runtime@0.4.0 — createOkra → upload → wait → publish → read → ask → extract