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W-9 Signing Requirements and Acceptable Signatures: IRS Guidelines Included
March 20, 2024
Q. When should W9s be signed and are electronic signatures acceptable? Please also provide the IRS guideline for reference.
A.
Answered by IOFM's third-party tax expert.
Section 2 and Section 3 of the Master Guide to Form 1099 Compliance provide more information for you than we can furnish into this Q&A format. We encourage you to use the Master Guide throughout the year. As a starting point, the W-9 has two functions: (1) If you're asking only in the context of payees that may be reportable…
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.
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