Sample Forms Relating to 1099-K

Form W-9
The Form W-9, Request for Taxpayer Identification Number and Certification, is used by a U.S. person (including a resident alien), to provide your correct TIN to the person requesting it (the requester) and, when applicable, to certify that the TIN you are giving is correct (or you are waiting for a number to be issued), that you are not subject to backup withholding, or to claim exemption from backup withholding if you are a U.S. exempt payee.

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Instructions for the Requester of Form W-9
Use Form W-9 to request the taxpayer identification number (TIN) of a U.S. person (including a resident alien) and to request certain certifications and claims for exemption. (See Purpose of Form on Form W-9.) Withholding agents may require signed Forms W-9 from U.S. exempt recipients to overcome any presumptions of foreign status.

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Form 1099-K
This form is provided for informational purposes only. Copy A appears in red, similar to the official IRS form. Do not file copy A. The official printed version of this IRS form is scannable, but the online version of it is not. A penalty may be imposed for filing forms that can’t be scanned. See part O in the current General Instructions for Certain Information Returns for more information about penalties.

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Instructions for Form 1099-K
A payment settlement entity (PSE) must file Form 1099-K, Merchant Card and Third Party Network Payments, for payments made in settlement of reportable payment transactions for each calendar year. A PSE makes a payment in settlement of a reportable payment transaction, that is, any payment card or third party network transaction, if the PSE submits the instruction to transfer funds to the account of the participating payee to settle the reportable payment transaction.

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Form W-8BEN
The Form W-8BEN, Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding, is the form a non-US merchant would provide to be excluded from certain US information reporting (e.g. Form 1099-K and/or backup withholding).

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Instructions for the Requester of Form W-8BEN

These instructions supplement the instructions for Form
W-8BEN, Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding.

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