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Entering information on Form W-9 in Miscellaneous package

🔍 What is Entering information on Form W-9 in Miscellaneous package?

You must select either business or individual at the top of this form. If you select the individual box, you must enter T for taxpayer, S for spouse, or J for a joint return. Information is carried over from the Main Information Sheet.

⚠️ Before You Begin

Make sure you know whether the Form W-9 is for a business or an individual.

📊 Step-by-Step Guide

Step 1: Choose the correct type at the top of the form

Select either the business or individual option at the top of this form.

If you select individual, enter:

T for taxpayer
S for spouse
J for a joint return

Step 2: Review the information carried over

Information is carried over from the Main Information Sheet.

Step 3: Fill in all applicable entries

Fill in all applicable entries.

Step 4: Duplicate the form if needed

Press SHIFT+F10 to duplicate this form.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket

Tags: federal,form