1098 Mortgage Interest Statement1098 Mortgage Interest Statement
Alternative Minimum Tax (AMT)Alternative Minimum Tax (AMT)
Capital Gains TaxCapital Gains Tax
Capital LossCapital Loss
Child Tax CreditChild Tax Credit
Child and Dependent Care CreditChild and Dependent Care Credit
DependentDependent
Earned Income Tax Credit (EITC)Earned Income Tax Credit (EITC)
Estate TaxEstate Tax
Form 1040Form 1040
Income TaxIncome Tax
Itemized DeductionItemized Deduction
Standard DeductionStandard Deduction
Tax BracketTax Bracket
Tax CreditTax Credit
Tax DeductionTax Deduction
Tax FilingTax Filing
Tax Filing DeadlineTax Filing Deadline
Tax Filing ExtensionTax Filing Extension
Tax LiabilityTax Liability
Tax Loss HarvestingTax Loss Harvesting
Tax RefundTax Refund
Tax Refund Anticipation LoanTax Refund Anticipation Loan
Tax ReturnTax Return
Tax ShelterTax Shelter
Tax StatusTax Status
Tax WithholdingTax Withholding
W 9 FormW 9 Form
W-2W-2
Withholding AllowanceWithholding Allowance
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W 9 Form

Definition

A form you provide to someone who must report payments made to you, detailing your taxpayer identification number and other information.

What to consider

  • Review your W-2 as soon as you receive it to catch any errors.
  • Keep it safe for tax filing and future reference.
  • Compare it with your pay stubs for consistency.

Real world scenarios

  • As a freelance designer, Talia fills out a W-9 so her client can issue a 1099 accurately at year-end. This step prevents confusion about her earnings.
  • A small business gathers W-9s from independent contractors before cutting checks. This ensures correct reporting and avoids backup withholding.
  • When Jade changes her legal name, she submits an updated W-9 to reflect the change, keeping tax documents consistent.

Related terms

Dependent
Form 1040
Tax Filing Deadline
Tax Status
Tax Bracket

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