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Montana Free Printable Substitute Form for 2024 Montana Request For Taxpayer Identification Number (TIN) Verification (Substitute Form W-9)

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Request For Taxpayer Identification Number (TIN) Verification (Substitute Form W-9)
Substitute Form

Substitute Form REQUEST FOR TAXPAYER IDENTIFICATION NUMBER (TIN) VERIFICATION W-9 PRINT OR TYPE State of Montana Do NOT send to IRS RETURN TO ADDRESS BELOW Legal Name (OWNER OF THE EIN OR SSN AS APPEARS ON IRS OR SOCIAL SECURITY ADMINISTRATION RECORDS) DO NOT ENTER THE BUSINESS NAME OF A SOLE PROPRIETORSHIP ON THIS LINE-See Reverse for Important Information Trade Name COMPLETE ONLY IF DOING BUSINESS AS (DBA) Remit Address Purchase Order Address – Optional PART II See Part II Instruction on Back of Form Check legal entity type and enter 9 digit Taxpayer Identification Number (TIN) below: (SSN = Social Security Number EIN = Employer Identification Number) Individual (Individual’s SSN) Do Not enter an SSN or EIN that was not assigned to the legal name entered above NOTE: If no name is circled on a Joint Account when there is more then one name, the number will be considered to be that of the first name listed. Sole Proprietorship (Owner’s SSN or Business FEIN) SSN NOTE: Enter both the owner’s SSN and the Business EIN (if you are required to have one) Partnership General EIN (Partnership’s EIN) Limited EFFECTIVE DATE OF EIN EFFECTIVE DATE OF EIN Estate / Trust (Legal Entity’s EIN) NOTE: Do not furnish the identification number of personal representative or trustee unless the legal entity itself is not designated in the account title. List and circle the name of the legal trust, estate or pension trust. EFFECTIVE DATE OF EIN Other Please specify Limited Liability Company, Joint Venture, Club, etc. Corporation Do you provide legal or medical services? Includes corporations providing medical billing services Government (Entity’s EIN) EFFECTIVE DATE OF EIN Yes (Corp’s EIN) No EFFECTIVE DATE OF EIN (Entity’s EIN) (or Government Operated) Entity EFFECTIVE DATE OF EIN Organization Exempt from Tax under Section 501(a) Do you provide medical services? Yes (Org’s EIN) No EFFECTIVE DATE OF EIN Check here if you do not have a SSN or EIN, but have applied for one. See reverse for information on How to Obtain a TIN. Licensed Real Estate Broker? Yes Exempt from backup withholding? No Yes No Under Penalties of perjury, I certify that: 1. The number listed on this form is my correct Taxpayer Identification Number (or I am waiting for a number to be issued to me) AND 2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends’ or (C) the IRS has notified me that I am no longer subject to backup withholding (does not apply to real estate transactions, mortgage interest paid, the acquisition of abandonment of secured property, contribution to an individual retirement arrangement (IRA), and payments other than interest and dividends). CERTIFICATION INSTRUCTIONS – You must cross out item (2) above if you have been notified by the IRS that you are currently subject to backup withholding because of under reporting interest or dividends on your tax return. (See Signing the Certification on the reverse of this form.) THE INTERNAL REVENUE SERVICE DOES NOT REQUIRE YOUR CONSENT TO ANY PROVISION OF THIS DOCUMENT OTHER THAN THE CERTIFICATIONS REQUIRED TO AVOID BACKUP WITHHOLDING Name (Print or Type) Title (Print or Type) Signature of U.S. Person Date Phone( ) E-Mail Address (Print or Type) DO NOT WRITE BELOW THIS LINE Agency 1099 Yes No Vendor Addition 615-82-50-7093 (R 2/06) Change RETURN TO ADDRESS ABOVE AGENCY USE ONLY Approved By Date Action Completed By Date NAME AND TAX IDENTIFICATION NUMBER (TIN) PART I INDIVIDUALS: Enter First and Last name EXACTLY as it appears on your Social Security Card. However, if you have changed your last name, for instance, due to marriage, without informing the Social Security Administration of the name change, please enter your first name and both the last name shown on your social security card and your new last name (IN THAT ORDER). For your TIN, enter your Social Security Number (SSN). SOLE PROPRIETORSHIPS: Enter the owner’s name on the first line; on the second name line you may enter the business name. YOU MAY NOT ENTER ONLY THE BUSINESS NAME. For the TIN, enter both the owner’s Social Security Number and the Federal Employer Tax Identification Number (EIN) if you are required to have one. ALL OTHER ENTITIES: Enter the name of the owner of the EIN or SSN exactly as originally registered with the IRS. The correct TIN is the Employer Identification Number (EIN). DO NOT ENTER AN SSN OR EIN THAT WAS NOT ASSIGNED TO THE LEGAL NAME OF THIS FORM HOW TO OBTAIN A TIN If you do not have a TIN, you should apply for one immediately. To apply for the number, obtain Form SS-05, Application for a Social Security Number Card (for individuals), or Form SS-4, Application of Employer Identification number (for businesses and all other entities), at your local office of the Social Security Administration or the Internal Revenue Service. Complete and file the appropriate form according to its instructions. To complete Form W-9 if you do not have a TIN, check “Applied For” box in the space indicated on the front, sign and date the form, and give it to the requester. For payments that could be subject to backup withholding, you will then have 60 days to obtain a TIN and furnish it to the requester. During the 60-day period, the payments you receive will not be subject to the 31% backup withholding, unless you make a withdrawal. However, if the requester does not receive your TIN from you within 60 days, backup withholding, if applicable, will begin and continue until you furnish your TIN to the requester. NOTE: Writing “Applied For” on the form means that you have already applied for a TIN OR that you intend to apply for one in the near future. As soon as you receive your TIN, complete another Form W-9, include your new TIN, sign and date the form, and give it to the requester. PART II FOR PAYEES EXEMPT FROM BACKUP WITHHOLDING Individuals (including sole proprietors) are not exempt from backup withholding. Corporations are exempt from backup withholding for certain payments, such as interest and dividends. If you are exempt from backup withholding, you should still complete this form to avoid possible erroneous backup withholding. Enter your correct TIN in Part I, write ‘Exempt’ in Part II and sign and date the form. If you are a nonresident alien or foreign entity not subject to backup withholding, give the requester a completed Form W-8, Certificate of Foreign Status. + CERTIFICATION 1) Interest, Dividend, and Barter Exchange Accounts Opened Before 1984 and Broker Accounts That Were Considered Active During 1983. – You are not required to sign the certification; however, you may do so. You are required to provide PART III your correct TIN. (2) Interest, Dividend, Broker and Barter Exchange Accounts Opened After 1983 and Broker Accounts That Were Considered Inactive During 1983. – You must sign the certification or backup withholding will apply. If you are subject to backup withholding and you are merely providing your correct TIN to the requester, you must cross out item (2) in the certification before signing the form. (3) Real Estate Transactions – You must sign the certification. You may cross out item (2) of the certification if you wish. (4) Other Payments – You are required to furnish your correct TIN, but you are not required to sign the certification unless you have been notified of an incorrect TIN. Other payments include payments made in the course of the requester’s trade or business for rents, royalties, goods (other than bills for merchandise), medical and heath care services, payments to a nonemployee for services (including attorney and accounting fees), and payments to certain fishing boat crew members. (5) Mortgage Interest Paid by You, Acquisition or Abandonment of Secured Property, or IRA Contributions. – You are required to furnish your correct TIN, but not required to sign the certification. Signature. – The signature should be an authorized signature, generally the person whose name is on the top line of the form, a partner OTHER in the partnership, or an officer of the corporation. For joint account, only the person whose TIN is shown in LEGAL BUSINESS DESIGNATION should sign the form. Privacy Act Notice. – Section 6109 requires you to furnish your correct taxpayer identification number (TIN) to persons who must file information returns with the IRS to report interest, dividends, and certain other income paid to you, mortgage interest you paid, the acquisition or abandonment of secured property, or contributions you made to an individual retirement arrangement (IRA). IRS uses the numbers for identification purposes and to help verify accuracy of your tax return. You must provide your TIN whether or not you are required to file a tax return. Payers must generally withhold 31% of taxable interest, dividend, and certain other payments to a payee who does not furnish a TIN to a payer. Certain other penalties may also apply.
Extracted from PDF file 2023-montana-substitute-form-w-9.pdf, last modified May 2013

More about the Montana Substitute Form W-9 Individual Income Tax TY 2023

You may use this form to file information returns to get a correct name and Taxpayer Identification Number.

We last updated the Request For Taxpayer Identification Number (TIN) Verification (Substitute Form W-9) in February 2024, so this is the latest version of Substitute Form W-9, fully updated for tax year 2023. You can download or print current or past-year PDFs of Substitute Form W-9 directly from TaxFormFinder. You can print other Montana tax forms here.

Other Montana Individual Income Tax Forms:

TaxFormFinder has an additional 78 Montana income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 2 Montana Individual Income Tax Return
Form 2 Instructions Individual Income Tax Instructional Booklet
Form 2EC Montana Elderly Homeowner/Renter Credit (OBSOLETE)
Form MW-3 Montana Annual W-2 1099 Withholding Tax Reconciliation
Form IT Payment Voucher Individual Income Tax Payment Voucher

Download all MT tax forms View all 79 Montana Income Tax Forms


Form Sources:

Montana usually releases forms for the current tax year between January and April. We last updated Montana Substitute Form W-9 from the Department of Revenue in February 2024.

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About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Montana Substitute Form W-9

We have a total of three past-year versions of Substitute Form W-9 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:



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