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Video instructions and help with filling out and completing wells fargo requesting w 9

Instructions and Help about wells fargo requesting w 9

Hi my name is Cathy and I'm with crossroads financial Federal Credit Union we're going to show you today how to properly fill out a check the first thing you want to do is write the data in there and it is very important that you put the correct date on there you do not want to post date it also the next item is to make it out and then in the box over here you're going to write in the amount and then you write it out on the line and it is very important for both of those numbers to match you can write down in the memo what that check is for and then you just need to sign your name and there you go.

FAQ

Do I need to fill out a W-9?
An employer will request a W-9 form of Independent Contractors so they can report the payments to the IRS at year-end.  Generally, a 1099-MISC is completed by the employer and submitted to the IRS and State tax agencies only if the amount of payments made to that contractor exceeds $600 for services on an annual basis.  It is common to request the W9 in advance, just in case you break that minimum threshold in the future.  You will know if they reported $45 to the IRS because you will also receive a copy of the 1099 and can act accordingly. Hope this helps!
How do I find out if wells Fargo opened an account in my name?
In order to ensure that you are not a victim of the phony account scandal, the basic thing you can do is:Go through your monthly statements, look at the fees you have been charged, and any other charges for that matter. See if there are charges for a product or service you have not signet for.Login to your account, see what products and services are assigned to you. See if there is some product or services you should not have.Go to a Wells Fargo branch (other than the one you are constantly going), ask from the employee to give you a list of all products you have with the bank. See if their is something that you didn’t apply for.When doing this, look primarily at your deposit accounts as well as credit card accounts. See if you were paying any fees for this type of accounts. If yes, see if you have signed up for these accounts. Maybe, one of the reason that have resulted in the possibility for the phony accounts scandal is that we do not control what are we being charged for by the banks.
How can I request a Wells Fargo debit card PIN?
Call wellsfargo CEO at midnight on his personal cell phone and ask him loudly to give you a PIN for your debit card.
How long does it take to find out your pre-approval home loan from Wells Fargo?
Wells Fargo issues three types of approval letters. These vary by the level of analysis they perform on the file prior to issuing the letter and therefor the level of certainty the letter provides to the borrower and to potential sellers that the loan financing will come through.The types of letters are -Pre-qualificationGives you an option of your home price range and estimated closing costs based on non-verified information you provided. Doesn’t require a full mortgage applicationCan often be issued same-day through a Loan Officer or an Online ApplicationPre-approvalGives you an eof your home price range based on an initial review of your application and limited credit information only. It requires a mortgage application. Doesn’t require you to practual documentsTypically issued within two or three daysCredit approvalGives you an estimated loan amount based on an initial underwriter review of your credit and the information you provided. This letter is their highest standard of credit approval. Requires copies of financial documents (e.g. paystubs, tax returns, bank statements, etc.)This is the type of letter you want to obtain prior to making offers on homes as it will make your offer more solid and competitiveTypically issued within five days
How do I fill a W-9 Tax Form out?
Download a blank Form W-9To get started, download the latest Form W-9 from the IRS website at https://www.irs.gov/pub/irs-pdf/.... Check the date in the top left corner of the form as it is updated occasionally by the IRS. The current revision should read (Rev. December 2014). Click anywhere on the form and a menu appears at the top that will allow you to either print or save the document. If the browser you are using doesn’t allow you to type directly into the W-9 then save the form to your desktop and reopen using Form W 8ben /4407667 Wells Fargo Requesting W 9 Form W 8ben /4407667 Wells Fargo Requesting W 9 Reader.General purposeThe general purpose of Form W-9 is to pryour correct taxpayer identification number (TIN) to an individual or entity (typically a company) that is required to submit an “information return” to the IRS to report an amount paid to you, or other reportable amount.U.S. personForm W-9 should only be completed by what the IRS calls a “U.S. person”. Some examples of U.S. persons include an individual who is a U.S. citizen or a U.S. resident alien. Partnerships, corporations, companies, or associations created or organized in the United States or under the laws of the United States are also U.S. persons.If you are not a U.S. person you should not use this form. You will likely need to prForm W-8.Enter your informationLine 1 ‡ Name: This line should match the name on your income tax return.Line 2 ‡ Business name: This line is optional and would include your business name, trade name, DBA name, or disregarded entity name if you have any of these. You only need to complete this line if your name here is different from the name on line 1. See our related blog, What is a disregarded entity?Line 3 ‡ Federal tax classification: Check ONE box for your U.S. federal tax classification. This should be the tax classification of the person or entity name that is entered on line 1. See our related blog, What is the difference between an individual and a sole proprietor?Limited Liability Company (LLC). If the name on line 1 is an LLC treated as a partnership for U.S. federal tax purposes, check the “Limited liability company” box and enter “P” in the space provided. If the LLC has filed Form 8832 or 2553 to be taxed as a corporation, check the “Limited liability company” box and in the space provided enter “C” for C corporation or “S” for S corporation. If it is a single-member LLC that is a disregarded entity, do not check the “Limited liability company” box, instead check the first box in line 3 “Individual/sole proprietor or single-member LLC.” See our related blog, What tax classification should an LLC select?Other (see instructions) ‡ This line should be used for classifications that are not listed such as nonprofits, governmental entities, etc.Line 4 ‡ Exemptions: If you are exempt from backup withholding enter your exempt payee code in the first space. If you are exempt from FATCA reporting enter your exemption from FATCA reporting code in the second space. Generally, individuals (including sole proprietors) are not exempt from backup withholding. See the “Specific Instructions” for line 4 shown with Form W-9 for more detailed information on exemptions.Line 5 ‡ Address: Enter your address (number, street, and apartment or suite number). This is where the requester of the Form W-9 will mail your information returns.Line 6 ‡ City, state and ZIP: Enter your city, state and ZIP code.Line 7 ‡ Account numbers: This is an optional field to list your account number(s) with the company requesting your W-9 such as a bank, brokerage or vendor. We recommend that you do not list any account numbers as you may have to pradditional W-9 forms for accounts you do not include.Requester’s name and address: This is an optional section you can use to record the requester’s name and address you sent your W-9 to.Part I ‡ Taxpayer Identification Number (TIN): Enter in your taxpayer identification number here. This is typically a social security number for an individual or sole proprietor and an employer identification number for a company. See our blog, What is a TIN number?Part II ‡ Certification: Sign and date your form.For additional information visit w9manager.com.
I received my late husband's W-9 form to fill out for what I believe were our stocks. How am I supposed to fill this out or am I even supposed to?
You do not sound as a person who handles intricasies of finances on daily basis, this is why you should redirect the qustion to your family’s tax professional who does hte filings for you.The form itself, W-9 form, is a form created and approved by the IRS, if that’s your only inquiry.Whether the form applies to you or to your husband’s estate - that’s something only a person familiar with the situation would tell you about, there is no generic answer to this.
Why did my employer give me a W-9 Form to fill out instead of a W-4 Form?
I wrote about the independent-contractor-vs-employee issue last year, see http://nctaxpro.wordpress.com/20...Broadly speaking, you are an employee when someone else - AKA the employer - has control over when and where you work and the processes by which you perform the work that you do for that individual. A DJ or bartender under some circumstances, I suppose, might qualify as an independent contractor at a restaurant, but the waitstaff, bus help, hosts, kitchen aides, etc. almost certainly would not.There's always risk in confronting an employer when faced with a situation like yours - my experience is that most employers know full well that they are violating the law when they treat employees as independent contractors, and for that reason they don't tolerate questions about that policy very well - so you definitely should tread cautiously if you want to keep this position. Nonetheless, I think you owe it to yourself to ask whether or not the restaurant intends to withhold federal taxes from your checks - if for no other reason than you don't want to get caught short when it comes to filing your own return, even if you don't intend to challenge the policy.
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