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Solved

Tax classification for exemption w-9 form

Forum|Forum|4 months ago
January 28, 2026
1 reply
0 views

What exemption code should I use for W-9 form

TurboTax Online

Best answer by rjs

Expert Reviewed

The exemption code depends on the type of entity that the W-9 is for, and the type of payments that the entity received. The codes are explained in the instructions on the W-9 form, beginning at the bottom of page 3.

Note that if you are filling out the W-9 as an individual or sole proprietor you are not exempt from backup withholding, so you do not have an exemption code. Leave it blank. If you are filling out the W-9 as a corporation, the exemption code would be 5 unless the corporation received a type of payment that is not exempt, as explained in the instructions. For other situations see the instructions on pages 3 and 4 of the form.

Answer

Level 15

Expert Reviewed

The exemption code depends on the type of entity that the W-9 is for, and the type of payments that the entity received. The codes are explained in the instructions on the W-9 form, beginning at the bottom of page 3.

Note that if you are filling out the W-9 as an individual or sole proprietor you are not exempt from backup withholding, so you do not have an exemption code. Leave it blank. If you are filling out the W-9 as a corporation, the exemption code would be 5 unless the corporation received a type of payment that is not exempt, as explained in the instructions. For other situations see the instructions on pages 3 and 4 of the form.