How to Enter Your Form W-9 Taxpayer Information – Remofirst

When completing Form W-9 in RemoFirst, you’ll be asked to provide your Taxpayer Identification Number (TIN), select your federal tax classification, and answer additional questions related to tax exemptions and foreign ownership.

This guide explains each field in the Taxpayer information step.

Important: The information you enter should match your U.S. tax records. RemoFirst cannot determine your tax classification or provide personal tax advice. If you’re unsure which option applies, consult a qualified tax professional.

What's a TIN?

A Taxpayer Identification Number (TIN) is a unique identifier used by tax authorities to track tax obligations and payments. Depending on your status (individual vs. business), this number can take several forms.

For U.S. contractors working with U.S. entities, the TIN is required for reporting income to the IRS via forms like the W-9 and 1099-NEC.

For Individuals: This is generally your Social Security Number (SSN).
For Resident Aliens: If you are not eligible for an SSN, you must use an Individual Taxpayer Identification Number (ITIN).
For Businesses/Entities: This is typically an Employer Identification Number (EIN). How to obtain a TIN

If you do not have a TIN, apply for the identification number that applies to you.

Social Security number (SSN)

Complete Form SS-5, Application for a Social Security Card.

You can obtain the form:

From your local Social Security Administration (SSA) office
From the SSA website
By calling 800-772-1213

Individual Taxpayer Identification Number (ITIN)

Complete Form W-7, Application for IRS Individual Taxpayer Identification Number.

Employer Identification Number (EIN)

Complete Form SS-4, Application for Employer Identification Number.

You can also apply for an EIN online.

Forms W-7 and SS-4 can be viewed, downloaded, or printed from the IRS forms and instructions page. You can also request printed copies through the IRS forms ordering service. Mailed forms may take up to 15 business days to arrive.

How to select your federal tax classification

Choose the classification that reflects how you or your business is treated for U.S. federal tax purposes.

Individual

Enter the name shown on your tax return.
If you changed your last name without notifying the SSA, enter:

Your first name
The last name shown on your Social Security card
Your new last name

If you are applying for an ITIN, enter your name exactly as it appears on line 1a of your Form W-7 application. It should also match the name entered on the Form 1040 filed with your application.

Sole proprietor

Enter your individual name as shown on line 1 of your Form 1040.
Enter your business, trade, or “doing business as” (DBA) name on line 2.

Partnership, C corporation, S corporation, or LLC other than a disregarded entity

Enter the entity’s name as shown on its tax return on line 1.
Enter any business, trade, or DBA name on line 2.

Other entities

Enter the name shown on the required U.S. federal tax documents on line 1. This name should match the charter or other legal document that created the entity.
Enter any business, trade, or DBA name on line 2.

Disregarded entity

A business with a single owner, including an LLC that is not treated as a corporation, is generally treated as separate from its owner for U.S. federal tax purposes.

A disregarded entity should:

Select the federal tax classification of its owner.
Enter the owner’s name on line 1. Do not enter the disregarded entity’s name on this line.
Enter the disregarded entity’s name on line 2.

The name on line 1 should match the name on the income tax return where the income is reported.
If the direct owner is also a disregarded entity, enter the first owner that is not disregarded for federal tax purposes.
If the owner is a foreign person, the owner must complete the applicable Form W-8 instead of Form W-9, even if they have a U.S. TIN.

Foreign partners, owners, or beneficiaries

This question may appear if you select:

Partnership.
Trust or estate.
LLC classified as a partnership, shown as P.

Select Yes only when the conditions described in the form apply to your entity.

Generally, the box should be selected when:

The partnership, trust, or estate has one or more foreign partners, owners, or beneficiaries; and
The Form W-9 is being provided to a partnership, trust, or estate in which your entity has an ownership interest.

You should also select the box if you received:

A Form W-8 or other documentation from a partner, owner, or beneficiary establishing foreign status; or
A Form W-9 from a partner, owner, or beneficiary who selected the same foreign-status box.

Selecting this option may create additional reporting requirements, including Schedules K-2 and K-3 for certain partnerships. Consult a qualified tax professional if you’re unsure whether the question applies to your entity.

Exempt payee code

The exempt payee code applies only to certain organizations and entities that are exempt from backup withholding.

Most individuals and sole proprietors should select None unless they have been advised that an exemption applies.

Code	Exempt payee
1	An organization exempt from tax under section 501(a), an IRA, or a qualifying custodial account under section 403(b)(7).
2	The United States or one of its agencies or instrumentalities.
3	A state, the District of Columbia, a U.S. commonwealth or territory, or one of their political subdivisions or instrumentalities.
4	A foreign government or one of its political subdivisions, agencies, or instrumentalities.
5	A corporation.
6	A securities or commodities dealer required to register in the United States, the District of Columbia, or a U.S. commonwealth or territory.
7	A futures commission merchant registered with the Commodity Futures Trading Commission.
8	A real estate investment trust.
9	An entity registered throughout the tax year under the Investment Company Act of 1940.
10	A common trust fund operated by a bank under section 584(a).
11	A financial institution as defined under section 581.
12	A middleman known in the investment community as a nominee or custodian.
13	A trust exempt from tax under section 664 or described in section 4947.

If your entity doesn’t match one of these categories, select None.

FATCA reporting exemption code

The Foreign Account Tax Compliance Act, or FATCA, reporting exemption field applies to certain exempt entities and generally relates to accounts maintained outside the United States.

Most individuals should select None.

Code	Entity exempt from FATCA reporting
A	An organization exempt from tax under section 501(a) or an individual retirement plan defined in section 7701(a)(37).
B	The United States or one of its agencies or instrumentalities.
C	A state, the District of Columbia, a U.S. commonwealth or territory, or one of their political subdivisions or instrumentalities.
D	A corporation whose stock is regularly traded on one or more established securities markets.
E	A corporation in the same expanded affiliated group as a publicly traded corporation described under code D.
F	A registered dealer in securities, commodities, or derivative financial instruments.
G	A real estate investment trust.
H	A regulated investment company or an entity registered throughout the tax year under the Investment Company Act of 1940.
I	A common trust fund as defined in section 584(a).
J	A bank as defined in section 581.
K	A broker.
L	A trust exempt from tax under section 664 or described in section 4947(a)(1).
M	A tax-exempt trust under a section 403(b) or section 457(g) plan.

If no FATCA exemption applies to you or your entity, select None.

Account numbers

The account-number field is optional. Complete it only if you need to identify specific accounts associated with the Form W-9.

If you enter more than one account number, separate the numbers with commas.

Before continuing

Review the following information carefully:

Your legal name matches your federal tax records.
Your TIN is correct.
The selected federal tax classification reflects your IRS tax treatment.
Any exempt-payee or FATCA code genuinely applies to you.
Your response regarding foreign partners, owners, or beneficiaries is accurate.

You’ll be asked to certify the information before reviewing and signing the form.

Need assistance?

For help using the RemoFirst platform, chat with us or submit a request through the RemoFirst Help Centre.

For questions about your TIN, federal tax classification, exemption codes, foreign ownership, or reporting obligations, consult a qualified tax professional. RemoFirst cannot select these options or provide personal tax advice.