How to fill out Form W-9

[@mildredheslop7540]

Hello, I listened to several other explanations on filling out the doc if you're a single LLC and your was the most clear. Thank you!

[@TheTaxGeek]

You're welcome! I'm glad you found it helpful.

[@MichelleHoran-i4x]

As a single-member LLC I had been very unclear on how to complete the W9 now, but I want to thank you for your excellent clarification!!

[@TheTaxGeek]

Glad it helped!

[@monicamejia2046]

This was the best explanation of completing the new 2024 W-9. Thank you!

[@TheTaxGeek]

You're very welcome!

[@HOWTO-BYWANIA]

thank you for this video! it was so helpful.

[@TheTaxGeek]

You're so welcome!!

[@aqpham84]

What if I have a Schedule F instead of Schedule C? Does 4:05 still apply to me?

[@TheTaxGeek]

When it comes to filling out W-9 Forms, Schedule F treated the same way as Schedule C

[@aqpham84]

@@TheTaxGeekThank you! Liked and Subscribed.

[@ONwithK]

Thanks so much for this info. Any clue on when to check box 3B? This LLC that is taxed as a Partnership has one US person and 3 others that are foreigners, with no ITIN yet. Should we check box 3b? I'm not 100% sure. BTW love how you explain everything!

[@TheTaxGeek]

Yes, you should check box 3b.

[@ONwithK]

@@TheTaxGeek Thank you!!

[@shopqueenofdiamonds]

I WISHED YOU TALKED ABOUT MULTI MEMBER LLC PARTNERSHIP AND BOX 3B & WHAT TO DO AFTER CHECKING THAT BOX.

[@TheTaxGeek]

For your situation, you would check the "LLC" box in box 3a and indicate "P" on the adjacent line. Unless you have foreign partners, you leave box 3b blank.

[@NgaXuanLe]

Thank you so much for your clear guidance in filling out the W9 form. I truly appreciate your help!

[@TheTaxGeek]

You're very welcome. I'm glad you found it helpful!

[@oscarreyes3009]

Thank you so much for the explanation. You're the best!

[@TheTaxGeek]

You're welcome! Thanks for supporting the channel!

[@janaesaffold2531]

thanks..... this was very simple and to the point explanation

[@TheTaxGeek]

You're very welcome. I'm glad you found it useful.

[@TheSsqr]

Hi Tax Geek. Your KZbin channel is my fav for understanding difficult concepts of US taxation. I have learnt a lot from your videos . i will be really grateful if you could do videos on property taxes especially 1031 like kind exchange . You really make difficult concepts look super easy . Simplifying the most complex ! that is Tax Geek . Great work , my fav Channel !

[@TheSsqr]

Apologies for irrelevant comment .

[@TheTaxGeek]

I definitely intend to do a video in the upcoming year on 1031 Like Kind Exchanges. Thanks for the suggestion and thanks for watching!

[@asherPrice]

Thank you for a well-done video! Will you please explain a scenario of an S-Corporation that has a DBA

[@TheTaxGeek]

You would fill out the form as "S-Corporation name D/B/A trade name."

[@LloydMajor]

Thanks for the class!

[@TheTaxGeek]

You're welcome!

[@MoniqueGutierrez-l9b]

Thank you so much for this! Your are a blessing!

[@dawncarothers1676]

I have a question. What if our taxes are filed with my husband's name and mine do I put both of our social security numbers or just one?

[@TheTaxGeek]

Just one social security number goes on the form, unless you have a actual partnership, in that case you’d use the partnership’s EIN.

[@msharistarchild5046]

I’ve been asked to fill out a w-9 as a beneficiary of probate sale of real estate. Is this correct?

[@TheTaxGeek]

Yes, if the estate itself has any taxable income, that income would be passed through to you and you would receive a Form K-1. That's why they need your SSN.

[@msharistarchild5046]

@ In appreciation for your quick response. 😊

[@jamievalenzuela174]

Hello, a few weeks ago I became an affiliate on an online marketing Team business, and i am required to fill out a W9 form. And for tax classification, I am not sure on which box to check.I don't think it's s corporation or c corporation, but rather individual/sole proprietor or single member llc. ???

[@TheTaxGeek]

You'd most likely check the box for individual/sole proprietor and provide your SSN.

[@jamievalenzuela174]

@@TheTaxGeek ok, thank you very much. This was definitely helpful. Happy Thanksgiving! And Happy Holidays 🙏👍

[@rhubert2539]

So good 🙏

[@jovanygallardo2703]

LLC 1 member can i put both ssn& ein?

[@TheTaxGeek]

No, you provide one or the other.

[@Maria-et6oq]

When sending a W-9, do all pages of the form need to be summitted, or just the first page (information and signature)? Thanks in advance

[@TheTaxGeek]

Just the first page is needed, the other pages are instructions.

[@savvyfreelancer4553]

I downloaded this form in fillable pdf format from the IRS's website. Problem is, I am not able to save the changes that I make to the form. Why is this?

[@TheTaxGeek]

I'm not an expert in such things, but my feeling is that since you cannot save your changes when filling the form out online, that characteristic remains if the form is downloaded. When filling out a form directly on irs.gov, I just fill in what I need then print it out--I just have to make sure everything is right before I close the form.

[@mberrynunez]

Hello! I have a single member LLC and I elected to be treated as an S-Corp for tax purposes. Does this exclude the LLC from being a disregarded entity?

[@TheTaxGeek]

Yes, once you elect a corporate tax treatment for your LLC, the IRS no longer considers it to be a disregarded entity.

[@namehidden3789]

@@TheTaxGeek so how is an LLC supposed to fill this form out if it doesn't want corporate tax treatment? A sole proprietor?

[@gagecomedy]

I am hired as a bartender under a company , what do I check

[@TheTaxGeek]

I assume you'll be working as an independent contractor. In box 3a, check "Sole Proprietor"

[@juandmonsalve7478]

perfect explanation

[@TaesWay615]

What if I just need to change my name after a divorce and the form is needed for verification?

[@TheTaxGeek]

Just fill out a new form and hand it in. Just make sure you have changed your name with the Social Security Administration.

[@TerryGunn-oo3zc]

Don't forget to ask for one from the Judge

[@avkinghamilton]

thanks bruh

[@TheTaxGeek]

Any time

[@miguelcubero3440]

❤