Have Tax Questions? Ask a Tax Expert for Answers ASAP
Hello and thank you for using Just Answer.
Form W-9 (or an acceptable substitute) is used by persons required to file information returns with the IRS to get the payee's (your) correct name and Taxpayer Identification Number. For individuals, the TIN is generally a social security number (SSN). If the information is not on file the issuer is required (generally) to withhold taxes on payments.
If you are not familiar with the requester of this sensitive information do not respond if you are familiar with the sender of this form and letter then call them and ask why the W9 is needed.
I am wondering why I recieved this as I do not have any corporation nor do I recieve any retirment. I am disabled and had to cash in all my stock and dividends about 6 years ago to qualify for medicial help. How do I find out what they are needing me to claim? And yes my tin number is XXXXX the letter.
JP Morgan / Chase Bank sent the letter. Thanks for your help.