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Form W-9: Payee Identification and Tax Determination

Prevent costly penalties and learn how to safely manage requirements and procedures surrounding Form W-9.

This timely topic will provide information about the purpose of the form and when it should be obtained. You will learn who can complete Form W-9 for U.S. persons, and if the payee is a foreign person, that Form W-8 is necessary. In addition, this important topic will provide valuable information regarding the backup withholding requirements if the W-9 information is not obtained and the risk to your company if backup withholding is not performed.

Runtime: 99 minutes

Learn Everything You Need to Know Regarding Form W-9 Requirements

Lorman Education Services offers effective, convenient Form W-9 requirement training that will help your company remain compliant with IRS guidelines.

Enjoy the Convenience of Completing Form W-9 Requirement Training Online

For many busy professionals, taking time out of a busy today to attend an in-person seminar or training class is not a viable option. Our Form W-9 requirement training is available online, eliminating the need to leave your office. Register for the live virtual training event, which is also available with a recording for future reference. Other options include viewing archived presentations on demand, receiving an audio reference manual via USB flash drive or downloading an MP3 recording of a live event.

The All-Access Pass Is Your Ticket to a Wide Range of Training Possibilities

The most convenient and cost-effective way to meet all of your training needs is by purchasing an All-Access Pass. For one price, you get a full year of unlimited training in multiple formats including live and on-demand programs, whitepapers, reports, manuals and more. If you’re completing Form W-9 requirement training to fulfill your continuing education requirements, you’ll appreciate the state-specific credit tracker feature that helps you assess your progress.

We’re an Experienced Continuing Education Solutions Provider You Can Trust

Over the course of our 28-plus years, Lorman has helped more than 1.4 million busy professionals like you meet their continuing education and training needs. As with all of our programs, our Form W-9 requirement training is developed and delivered by experienced, knowledge faculty members who are regarded as experts in their field. You’ll benefit from engaging, insightful instruction that will be a valuable asset now and throughout your career.

Register for our Form W-9 training program or contact us for additional information today.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

W-9 Summary

  • What Is the Form W-9?
  • What Is the Primary Purpose of Form W-9?
  • Is a Form W-9 Mandatory?
  • Who Should Complete Form W-9?
  • Definition of U.S. Citizen, U.S. Resident Alien and U.S. Nonresident Alien
  • Disregarded Entity, How to Complete Form W-9
  • E-Services Online TIN Matching Program
  • Backup Withholding Name/TIN Mismatch or No TIN
  • Electronic W-9 Process
  • Brief Overview of B-Notice Process

Form W-8 Series

  • What Is the Form W-8BEN, or W-8ECI, W-8IMY, W-8EXP?
  • Instructions for Requestor of W-8BEN
  • What Is the Purpose of Form W-8?
  • Who Should Complete Form W-8?
  • Definition of Foreign Person or Nonresident Alien
  • What Is U.S. Sourced Income?
  • U.S. Nonresident Withholding
  • Back-up Withholding
  • Reporting to U.S. Nonresidents on Form 1042-S
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on September 12, 2018.

Call 1-866-352-9540 for further credit information.

  • Enrolled Agents 2.0
     
  • This program qualifies for 2.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Mary H. Angelbeck

Mary H. Angelbeck

  • Retired member of Ernst & Young’s National Employment Tax/Information Reporting Group
  • Enrolled agent with the IRS
  • More than 30 years of experience in the field of taxation, both as a state administrator and as a consultant
  • Practice included managing large payroll restructuring projects; payroll tax advisory services related to mergers and acquisitions; providing year-end federal, multistate, and local payroll tax advisory services; payroll related federal, state and local tax controversy; and federal as well as state and local information reporting (1099 and 1042-S) issues
  • Speaker for local chapters of the American Payroll Association, the New York University Annual Institute on State and Local Taxation, the Federation of Tax Administrators, the Tax Executives Institute, the Counsel on State Taxation, The American Bar Association, the Pennsylvania Institute of CPAs and Lorman Education Services
  • Can be contacted at [email protected]
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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  • MP3 Downloads
  • Course Manuals
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  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 404046
Published 2018
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