IRS Form W9 vs. W8-BEN – What Form to Use and When for Individuals

Give a listen to our first mini episode of The Essential Tax Podcast! In this mini-episode, Mishkin provides individual taxpayers with a great overview of the nuances between IRS Forms W9 and W8-BEN.

Resource Links:

US Tax Residents:

Form W9 - https://www.irs.gov/pub/irs-pdf/fw9.pdf

Form 1099-B - https://www.irs.gov/forms-pubs/about-form-1099-b

Form 1099-INT - https://www.irs.gov/forms-pubs/about-form-1099-int

Non-Resident Aliens:

Form W8-BEN - https://www.irs.gov/pub/irs-pdf/fw8ben.pdf

Form 1042-S - https://www.irs.gov/forms-pubs/about-form-1042-s