A person who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) to report, for example, income paid to you, payments made to you in settlement of payment card and third party network transactions, real estate transaction, mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.
Use the W-9 Form only if you are a U.S. person (including a resident alien), to provide your correct TIN to the person requesting it ( the requester) and, when applicable, to:
1. Certify that the TIN you are giving is correct (or you are waiting for a number to be issued).
2. Certify that you are not subject to backup withholding, or
3. Claim exemption from backup withholding if you are a U.S. exempt payee. If applicable, you are also certifying that as a U.S. person, your allocable share of any partnership income from U.S. trade or business is not subject to the withholding tax on foreign partners' share of effectively connected income.
This Form is to be used by employers and/or taxpayers to report essential information for the collection and distribution of Local Earned Income Taxes. This form must be utilized by employees when a new employee is hired or when a current employee notifies employer of a name and/or address change
Employers must complete the I-9 Form to document verification of the identity and employment authorization of each new employee (both citizen and noncitizen) hired after November 6, 1986, to work in the United States.
Complete the W-4 Form so that your employer can withhold the correct federal income tax from your pay. Consider completing a new Form W-4 each year and when your personal or financial situation changes.
If you change the address of your business or home throughout the year you are required to fill out the the 8822 or 8822B (business) Form.
An additional signed copy should also be sent to us for our records, and for us to send to the State.