Form W-9 Compliance
Manage Form W-9 collection and validation through a structured, efficient process. This course explains the requirements of the form, how to verify the information provided, and when to initiate backup withholding. Learn how to respond to “B” Notices and apply best practices that streamline documentation and review procedures. Develop a disciplined approach to W-9 administration that reduces errors and supports accurate information reporting.
Format
PDF Course
Course Lists
Duration
1 Hour
Course Information
Author: Steven Bragg
Course Number: TX1041
IRS Program Number: 72821-T-00103-26-S
Learning Objectives
- Identify the field entry requirements for a Form W-9.
- Specify the types of taxpayer identification numbers that can be included in a Form W-9.
- State which types of entities should receive a Form 1099 from the payer.
- Identify how to spot whether a payee is a foreign entity.
- Specify the requirements for the development of a substitute Form W-9.
Level: Overview
Instructional Method: QAS Self-Study
NASBA Category: Taxes
Prerequisites: None
Advance Preparation: None
Latest Review Date: February 2026
Program Registration Requirements: Click on the Enroll button to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.
Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.