How do I know the status of the Form W-9 request sent to my recipients?
5.7k views | Last modified 3/26/2024 3:41:49 AM EST | Added by TaxBandits Team

Applicable To
94X 1099 W-2 ACA W-4

As a W-9 requester, you can view the status of every W-9 sent to the recipients. Each W-9 request will be listed as either pending or completed. 

  • You will receive an email once the recipient completes and submits the form W-8BEN. 
  • You can also view the status under the W-4/W-9/W-8BEN from the dashboard. Select the Form W-9 tab, and based on the forms received, the status will be displayed. The status will be either in a Pending state or Completed.

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