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New Member
posted Feb 27, 2025 8:28:24 PM

Wife and I are the two partners in an LLC treated as disregarded entity for tax filing. Community property state and file jointly. What W9 boxes (1-3) must be ticked?

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2 Replies
Expert Alumni
Mar 2, 2025 10:31:46 AM

For an LLC treated as a disregarded entity in a community property state where spouses are partners and file jointly, here's how you should fill out the W-9 form:

  1. Box 1 (Name): Enter your personal name, not the LLC's name.
  2. Box 2 (Business Name): Enter the LLC's name if applicable 
  3. Box 3 (Federal Tax Classification): Check the box for "Individual/sole proprietor or single-member LLC." since you your LLC is treated as a disregarded entity for for federal tax purposes.

 

New Member
Mar 4, 2025 9:00:56 AM

Thank you. Very much appreciated.