tax forms found in
Tax Form Code
Tax Form Name

Federal Free Printable Form W-9S (Rev. December 2017) for 2024 Federal Request for Student's or Borrower's Taxpayer Identification Number and Certification

It appears you don't have a PDF plugin for this browser. Please use the link below to download 2023-federal-form-w-9s.pdf, and you can print it directly from your computer.

Request for Student's or Borrower's Taxpayer Identification Number and Certification
Form W-9S (Rev. December 2017)

W-9S Form (Rev. December 2017) Request for Student's or Borrower's Taxpayer Identification Number and Certification Department of the Treasury Internal Revenue Service Part I ▶ Go to www.irs.gov/FormW9S for the latest information. Student or Borrower Identification (All must complete.) Name of student or borrower (see instructions) Print or type Give form to the requester. Do not send to the IRS. Taxpayer identification number Address (number, street, and apt. or suite no.) City, state, and ZIP code Part II Student Loan Certification (Complete for student loans only.) I certify that all of the loan proceeds are solely to pay for qualified higher education expenses. Sign Here Part III Signature of borrower Date ▶ ▶ Requester Information (Optional) Requester’s name and address Tuition account number Loan account number General Instructions Future developments. For the latest information about developments related to Form W-9S and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9S. Purpose of form. An eligible educational institution, such as a college or university, or a lender of a student loan must get your correct identifying number to file certain information returns with the IRS and to furnish a statement to you. For students, this will be your social security number (SSN) or, if you are not eligible to obtain an SSN, your individual taxpayer identification number (ITIN). The returns they must file contain information about qualified tuition and related expenses (Form 1098-T, Tuition Statement) and student loan interest (Form 1098-E, Student Loan Interest Statement). The information about your tuition will help to determine whether you, or the person who can claim you as a dependent, may take either the tuition and fees deduction or claim an education credit to reduce federal income tax. The information about your student loan interest will help to determine your deduction for such interest. For more information, see Pub. 970, Tax Benefits for Education. Use Form W-9S to give your correct SSN or ITIN to the person requesting it and, if applicable, to certify that the proceeds of a loan are being used, or will be used, solely to pay for qualified higher education expenses (defined on page 2). You are required to provide the requested information. Note: The educational institution or lender may request your SSN or ITIN and certification on paper or electronically. Specific Instructions Part I. Student or Borrower Identification You must complete this part. Name and address. Enter the name and mailing address of the student if the request for the student’s SSN or ITIN is being made because of tuition payments. Enter the name and mailing For Privacy Act Notice, see page 2. address of the borrower if the request for the borrower’s SSN or ITIN is being made because of a student loan. Note: If you pay tuition to and have a student loan from the same educational institution and the student is not the loan borrower (for example, the borrower is the student’s parent), complete two Forms W-9S, one for the student and one for the loan borrower. Taxpayer’s identifying number. Enter your SSN or ITIN. If you do not have an SSN or ITIN and you have applied for one or you intend to apply for one soon, write “Applied For” in the space provided. If the IRS has deactivated your ITIN, you may still use it on Form W-9S. However, you will have to apply to renew your deactivated ITIN when you need to file a tax return. For more information, see the Instructions for Form W-7. How to get an SSN or ITIN. To apply for an SSN, use Form SS-5, Application for a Social Security Card, that you can get from your local Social Security Administration office or get this form online at www.SSA.gov/forms. You may also get this form by calling 1-800-772-1213. To apply for an ITIN because you are not eligible to get an SSN, use Form W-7, Application for IRS Individual Taxpayer Identification Number. Go to www.irs.gov/Forms to view, download, or print Form W-7. Or, you can go to www.irs.gov/ OrderForms to place an order and have Form W-7 mailed to you within 10 business days. Part II. Student Loan Certification If your loan is a student loan incurred solely to pay for qualified higher education expenses, sign the certification in Part II. If you do not sign the certification, the lender may not issue or file Form 1098-E for student loan interest on your behalf. Do not sign the certification for a mixed use loan because such a loan is not used solely for qualified higher education expenses. However, you may sign the certification for a revolving line of credit or similar loan if you use the line of credit solely to pay for qualified higher education expenses. Cat. No. 25240C Form W-9S (Rev. 12-2017) Form W-9S (Rev. 12-2017) Qualified higher education expenses. These expenses are the costs of attending an eligible educational institution, including graduate school, on at least a half-time basis. Generally, these costs include tuition and certain related expenses. See Pub. 970 for more information. Part III. Requester Information This part is not required to be completed. It is provided for the convenience of the requester to help identify the account to which this Form W-9S relates. The requester may enter its name and address and a tuition or loan account number. Note: For information about electronic submission of Forms W-9S, see the Instructions for Forms 1098-E and 1098-T. Penalties Failure to furnish correct SSN or ITIN. If you fail to furnish your correct SSN or ITIN to the requester, you are subject to a penalty of $50 unless your failure is due to reasonable cause and not to willful neglect. Misuse of SSN or ITIN. If the requester discloses or uses your SSN or ITIN in violation of federal law, the requester may be subject to civil and criminal penalties. Secure Your Tax Records From Identity Theft Identity theft occurs when someone uses your personal information such as your name, taxpayer identification number (TIN), or other identifying information, without your permission, to commit fraud or other crimes. An identity thief may use your SSN to get a job or may file a tax return using your TIN to receive a refund. To reduce your risk: • Protect your TIN, • Ensure the requester is protecting your TIN, and • Be careful when choosing a tax preparer. If your SSN has been lost or stolen or you suspect you are a victim of tax-related identity theft, visit www.irs.gov/IdentityTheft to learn what steps you should take. Victims of identity theft who are experiencing economic harm or a system problem, or are seeking help in resolving tax problems that have not been resolved through normal channels, may be eligible for Taxpayer Advocate Service (TAS) assistance. You can reach TAS by calling the TAS toll-free at 1-877-777-4778 or TTY/TDD 1-800-829-4059. Page 2 Protect yourself from suspicious emails or phishing schemes. Phishing is the creation and use of email and websites designed to mimic legitimate business emails and websites. The most common act is sending an email to a user falsely claiming to be an established legitimate enterprise in an attempt to scam the user into surrendering private information that will be used for identity theft. The IRS does not initiate contacts with taxpayers via emails. Also, the IRS does not request personal detailed information through email or ask taxpayers for the PIN numbers, passwords, or similar secret access information for their credit card, bank, or other financial accounts. If you receive an unsolicited email claiming to be from the IRS, forward this message to [email protected]. You may also report misuse of the IRS name, logo, or other IRS personal property to the Treasury Inspector General for Tax Administration at 1-800-366-4484. You can forward suspicious emails to the Federal Trade Commission at: [email protected] or contact them at www.ftc.gov/idtheft or 1-877-IDTHEFT (1-877-438-4338). Visit www.irs.gov/IdentityTheft to learn more about identity theft and how to reduce your risk. Privacy Act Notice Section 6109 of the Internal Revenue Code requires you to give your correct SSN or ITIN to persons who must file information returns with the IRS to report certain information. The IRS uses the numbers for identification purposes and to help verify the accuracy of your tax return. The IRS may also provide this information to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. possessions to carry out their tax laws. We may also disclose this information to other countries under a tax treaty, or to federal and state agencies to enforce federal nontax criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism.
Extracted from PDF file 2023-federal-form-w-9s.pdf, last modified December 2017

More about the Federal Form W-9S Corporate Income Tax Tax Return TY 2023

We last updated the Request for Student's or Borrower's Taxpayer Identification Number and Certification in February 2024, so this is the latest version of Form W-9S, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form W-9S directly from TaxFormFinder. You can print other Federal tax forms here.

Related Federal Corporate Income Tax Forms:

TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Federal Form W-9S.

Form Code Form Name
W-9S Request for Student's or Borrower's Taxpayer Identification Number and Certification

Download all  tax forms View all 775 Federal Income Tax Forms

Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form W-9S from the Internal Revenue Service in February 2024.

Show Sources >

Form W-9S is a Federal Corporate Income Tax form. Like the Federal Form 1040, states each provide a core tax return form on which most high-level income and tax calculations are performed. While some taxpayers with simple returns can complete their entire tax return on this single form, in most cases various other additional schedules and forms must be completed, depending on the taxpayer's individual situation, to create a complete income tax return package.

About the Corporate Income Tax

The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.

Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).

Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.

Historical Past-Year Versions of Federal Form W-9S

We have a total of eleven past-year versions of Form W-9S in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 Form W-9S

Form W-9S (Rev. December 2017)

2022 Form W-9S

Form W-9S (Rev. December 2017)

2021 Form W-9S

Form W-9S (Rev. December 2017)

2020 Form W-9S

Form W-9S (Rev. December 2017)

2019 Form W-9S

Form W-9S (Rev. December 2017)

2018 Form W-9S

Form W-9S (Rev. December 2017)

2017 Form W-9S

Form W-9S (Rev. December 2017)

2016 Form W-9S

Form W-9S (Rev. March 2008)

Request for Student's or Borrower's Taxpayer Identification Number and Certification 2015 Form W-9S

Form W-9S (Rev. March 2008)

Request for Student's or Borrower's Taxpayer Identification Number and Certification 2012 Form W-9S

Form W-9S (Rev. March 2008)

Request for Student's or Borrower's Taxpayer Identification Number and Certification 2011 Form W-9S

Form W-9S (Rev. March 2008)

TaxFormFinder Disclaimer:

While we do our best to keep our list of Federal Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.

** This Document Provided By TaxFormFinder.org **
Source: http://www.taxformfinder.org/federal/form-w-9s