When to collect a W-9

June 13, 2023
June 15, 2023

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Q. Will you please let me know if we are required to: 1. Collect a W-9 for vendors who claim to be a governmental agency, a non-profit, or a corporation?2. Collect a W-9 when the vendor name contains "Inc." or "Corp"?3. Set up organization type, even if it's government, non-profit, or corporation? A. (Answered by IOFM's third-party tax experts) 1. The federal tax regulations do not require your organization to obtain Form W-9 from governments, tax-exempt organizations or corporations.  The…

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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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