Instructions - W-9 Form

Download and print the Instructions for Form W-9.

Instructions for the Requester of Form W-9

Request for Taxpayer Identification Number and Certification.

New checkboxes.

Generally, for any sale of a covered security acquired by an S corporation (other than a financial

institution) after December 31, 2011, brokers will be required to report gross proceeds and basis

information to S corporations and may not treat them as exempt recipients.

New tax classification checkboxes have been added for S corporation and Trust/estate. The

Form W-9 is revised to allow S corporations sufficient time to provide new certifications to brokers

indicating their non-exempt status.

Also, disregarded entity was removed as a tax classification for limited liability companies.

 And a lot more info...