W9 Request
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W9 Request (by Ponari [TX]) Jul 20, 2021 8:04 PM
       W9 Request (by Vee [OH]) Jul 20, 2021 9:31 PM
       W9 Request (by S i d [MO]) Jul 21, 2021 8:13 AM
       W9 Request (by Ponari [TX]) Jul 21, 2021 10:06 AM
       W9 Request (by Oregon Woodsmoke [ID]) Jul 21, 2021 11:05 AM
       W9 Request (by Kim [TX]) Jul 21, 2021 11:32 AM
       W9 Request (by Nicole [PA]) Jul 21, 2021 11:35 AM
       W9 Request (by Busy [WI]) Jul 21, 2021 1:23 PM
       W9 Request (by Kim [TX]) Jul 21, 2021 2:32 PM
       W9 Request (by Busy [WI]) Jul 21, 2021 2:38 PM
       W9 Request (by Kim [TX]) Jul 21, 2021 3:50 PM
       W9 Request (by Pmh [TX]) Jul 21, 2021 5:38 PM
       W9 Request (by Lisa [TX]) Jul 22, 2021 4:17 PM
       W9 Request (by Busy [WI]) Jul 22, 2021 4:39 PM
       W9 Request (by Ray-N-Pa [PA]) Jul 23, 2021 11:45 AM

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W9 Request (by Ponari [TX]) Posted on: Jul 20, 2021 8:04 PM

Been landlord since 2002 and this is a first.

Tenant texts saying she needs my W9 and her lease for her caseworker to see if she qualifies for financial support. She and her husband qualified to rent and have been renting since November with no issues.

Anyone had this request and if so, what did you do?

Iím not planning on giving her a W9 at this point.


W9 Request (by Vee [OH]) Posted on: Jul 20, 2021 9:31 PM

I would ignore this, except a rent receipt. --23.125.xxx.xx

W9 Request (by S i d [MO]) Posted on: Jul 21, 2021 8:13 AM

Have the caseworker contact you and speak to them directly. The tenant has no need for your W2. If the caseworker needs it, it will be transmitted to him/her directly.

Tenant should have a copy of the lease provided at or immediately after lease signing which can be forwarded to the case worker. Back before I did everything digitally, I would provide an ADDITIONAL copy for $25 to cover my costs and time. Today, it gets sent as an email attachment. --108.230.xxx.xx

W9 Request (by Ponari [TX]) Posted on: Jul 21, 2021 10:06 AM

Thank you.

I attached their rent ledger to the lease and sent it

to them this morning. I also told them to have the

case worker contact me directly. --47.188.xx.xxx

W9 Request (by Oregon Woodsmoke [ID]) Posted on: Jul 21, 2021 11:05 AM

I would never block a tenant from paying their rent. So give or sell her an addition copy of her lease and talk directly to the case worker about the W-9.

I can see how a government program might want your tax number if they are going to give you money, but I would not give that information to a tenant. --76.178.xxx.xxx

W9 Request (by Kim [TX]) Posted on: Jul 21, 2021 11:32 AM

Agree with others. It is common for organizations paying rental assistance to ask for your W-9, but you want to send it to them directly. They will issue a 1099 for rent paid for the year. No biggie. --23.30.xx.xxx

W9 Request (by Nicole [PA]) Posted on: Jul 21, 2021 11:35 AM

Agree with the others. Any time someone is receiving any type assistance, you provide a W-9. You have an EIN, correct? Don't use your social security number. Sometimes, I guess depending on what program they are receiving funding from, I've had to prove that my real estate taxes are paid. One time I had to prove the sewer bill was paid. --72.70.xxx.xxx

W9 Request (by Busy [WI]) Posted on: Jul 21, 2021 1:23 PM

Kim, ( or any others,) I would like to know a bit more about your experience with the agency issuing you a 1099, if you donít mind.

I had that happen last year for the first time. Using Turbo Tax, that put the rental income on the first page of my taxes, along with wages, salaries. I still put all of my expenses on Schedule E, and all of the other monthsí rents on Schedule E. That changed my Schedule E from showing a small profit to a loss.

My concerns are twofold:

1. I think the agency is scamming to help tenants avoid paying taxes, as this SHOULD be income for them under wages, salaries and the like.

2. As a small-time landlord, who rents in an HUD area with vastly disparate housing prices and income levels, my rents are priced appropriately for the county they are located. My HUD area includes two counties, one with high crime, lots of poverty, and another county with very, very low poverty, where rents are higher . ( ok, that all is probably confusing. ). Point is, I am always getting the reminder from Turbo Tax that my rents might be too low, according to HUD, but. I feel they are appropriate for the location, based on comps. I am concerned that by forcing the rental income off of Schedule E, and onto the wages portion of the tax form, IRS could declare some of us smaller landlords to be hobbyists.

Being deemed a hobbyist for tax purposes is one thing for certain that would cause me to sell. Maybe that is the second aim of these agencies that are doing this.

The other agency my tenants have gotten assistance from issues 1099 to the TENANT. I am starting to look into the possibility of refusing to accept the one agency that wants to interfere with landlords properly reporting rental income on Schedule E. --70.92.xxx.xxx

W9 Request (by Kim [TX]) Posted on: Jul 21, 2021 2:32 PM

I don't list my 1099 rent income under non-employee compensation. As of last year anyway, you should have received a 1099MISC. I have always reported that income only on the Schedule E anyway, just like the rest of the rents. The agencies who have paid rent to me for tenants (Church relief funds, County temporary relief funds) always want to pay the landlord directly- I'm sure it's to put the money where it belongs. I'm not concerned with receiving the 1099 at all. Hope that helps! --23.30.xx.xxx

W9 Request (by Busy [WI]) Posted on: Jul 21, 2021 2:38 PM

Thanks, that certainly helps. Now to figure out how to get tax software to accept that. --70.92.xxx.xxx

W9 Request (by Kim [TX]) Posted on: Jul 21, 2021 3:50 PM

Don't tell your software that you have a 1099 for rent. What it doesn't know, won't hurt it... --23.30.xx.xxx

W9 Request (by Pmh [TX]) Posted on: Jul 21, 2021 5:38 PM

Sid: asking for w9 not w2. agencies will want w9 --107.77.xxx.xx

W9 Request (by Lisa [TX]) Posted on: Jul 22, 2021 4:17 PM

Busy, you can tie the 1099 to your Sch E. With rents reported in your earned income you probably paid self employment tax on it.

As an Enrolled Agent, I've worked as a TurboTax tax expert the past 3 tax seasons. At least 40% of Sch E customers who called for help had something incorrect on their return. I'd suggest you call in for help next season or get a professional to help you for at least on year. --76.184.xxx.xx

W9 Request (by Busy [WI]) Posted on: Jul 22, 2021 4:39 PM

Thx Lisa! Good to know that the 1099 can be tied to Schedule E.

Iíve been able to figure out a few things with Turbo Tax over the years, but this year I was too tied up with babysitting grandkids when their parents work schedules changed. Spent all spring supplementing the virtual-schooling curriculum; free time was taken up with researching/lesson-planning/prepping, so when it came to doing taxes, I pretty much just plugged in numbers on the tax returns and hoped Turbo Tax had it right. Fortunately, it was only a couple of monthsí rent, so not that great an impact. --172.56.xx.xx

W9 Request (by Ray-N-Pa [PA]) Posted on: Jul 23, 2021 11:45 AM

Multiple non-profits whom have been tasked with handing out Cares funds need to document that they gave out the cash to you --24.101.xxx.xxx

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