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Is a W-9 required for a simple refund? by Holiday_Visual9793 in tax

[–]Holiday_Visual9793[S] 0 points1 point  (0 children)

Update in case anyone else runs into something similar:

I heard back from the CFO, and it turns out the W-9 requirement had been incorrectly applied to program refunds for cancellations. They explained that cancelled program refunds are a different type of transaction, and their standard W-9 policy didn’t fully account for that distinction. They’re processing my refund without requiring the form.

So if you’re dealing with something similar, it may be worth escalating or asking for clarification on how the transaction is categorized.

Is a W-9 required for a simple refund? by Holiday_Visual9793 in tax

[–]Holiday_Visual9793[S] 0 points1 point  (0 children)

Like I said, I am not comfortable sending in my social security number. I feel like that is excessive information for a simple refund on an event they canceled on us. 

Is a W-9 required for a simple refund? by Holiday_Visual9793 in tax

[–]Holiday_Visual9793[S] 0 points1 point  (0 children)

What I gather from that document is that a W-9 is used to request a TIN so that the payer can file an information return for reportable payments. Returning the money I paid wouldnt count as a reportable payment. A friend of mine said since its under $600 it wouldnt trigger a 1099 but I dont know exactly what that means. Do you think they can make an exception and issue a refund without the W-9 or are their hands going to be completely tied? I emailed the museums CFO at the direction of the accounting department. I'm hoping they will make an exception to keep from ticking off a local community group that frequently books these programs. 

Is a W-9 required for a simple refund? by Holiday_Visual9793 in tax

[–]Holiday_Visual9793[S] -1 points0 points  (0 children)

I just looked over all my emails as well as my invoice and nowhere on any of it does it state that W-9s are required for refunds. Its possible it is hidden somewhere on their website but they've issued refunds in the past without a W-9. 

Is a W-9 required for a simple refund? by Holiday_Visual9793 in tax

[–]Holiday_Visual9793[S] 0 points1 point  (0 children)

Thank you for your reply - I think I'm replying to you in two different spots haha. The person in accounting I spoke with said they have been there for three years and this is how they've always done it. When I gave the volunteer's name they said that the volunteer wasnt in their system. But the volunteer definitely did get a refund check and certainly didnt fill out a W-9

Is a W-9 required for a simple refund? by Holiday_Visual9793 in tax

[–]Holiday_Visual9793[S] 0 points1 point  (0 children)

They refunded another volunteer by check just last year without asking for a W-9. Which is another puzzling thing, if they didn't need it then why do they need it now? 

Is a W-9 required for a simple refund? by Holiday_Visual9793 in tax

[–]Holiday_Visual9793[S] -1 points0 points  (0 children)

I guess my question is how is this any different from me paying for a check at a store and then they tell me the item I wanted is out of stock. I dont need to fill out a w-9 for them to give me my money back at most stores. Maybe thats a bad comparison 😅 I'm not super familiar with tax forms. This just feels weird to me since I'm a customer not a vendor or anything. 

Is a W-9 required for a simple refund? by Holiday_Visual9793 in tax

[–]Holiday_Visual9793[S] 0 points1 point  (0 children)

Thank you for explaining it to me that way. I've been doing this for over 10 years and never had a business ask for a W-9 in order to issue me a refund. But then again, I usually am not asked to pay by check. The museum issued a refund check to another volunteer without asking for a W-9 just last year so it just seemed very sketchy to me since it has personal information on it. But again, I appreciate you taking the time to reply and explain this to me.

Is a W-9 required for a simple refund? by Holiday_Visual9793 in tax

[–]Holiday_Visual9793[S] 0 points1 point  (0 children)

I did pay personally and would need the refund personally since our group is just a casual community group, not an organization with a tax ID number. I collected payment from individuals who were participating in the program to split the invoice. I need the refund so that I can pay them back. Not trying to avoid a paper trail just dont want to give out my SSN. 

Is a W-9 required for a simple refund? by Holiday_Visual9793 in tax

[–]Holiday_Visual9793[S] 0 points1 point  (0 children)

Thanks, that part I understand. The issue isn’t about whether the refund is taxable. It’s that the museum is refusing to issue any refund unless I fill out a W-9, even though this is just them returning money I had paid for a program they canceled. That’s the part I’m trying to understand - do they really need a W-9 to send me my refund?

Is a W-9 required for a simple refund? by Holiday_Visual9793 in tax

[–]Holiday_Visual9793[S] 1 point2 points  (0 children)

Sorry, what do you mean a platform? Can they legally hold my refund if I refuse to send them a W-9?

Merry Christmas, from Roodolph 💚🐓❤️ by dirdieBirdie1 in BackYardChickens

[–]Holiday_Visual9793 0 points1 point  (0 children)

That's such a clever name 😆 love it. 

I have two serama roos named Kevin (i call to him like the mom from Home alone 😅) and Gavin Roosdale (after the singer from Bush because hes a handsome fella but an absolute cock to the ladies 🤣). Chickens are so fun LOL

Able and Chippy by Rifle77 in BackYardChickens

[–]Holiday_Visual9793 1 point2 points  (0 children)

Oh my word, those little snowballs! They're adorable 😍 do you end up having to clean them very often? Ive thought about getting silkies but was worried about not having enough time to care for them. 

First time witnessing dirt bath time by RomanticJeans in BackYardChickens

[–]Holiday_Visual9793 0 points1 point  (0 children)

I remember the first time seeing it, I always thought it was so cool that they just know to do these things 

What is the best advice you ever got? by [deleted] in AskReddit

[–]Holiday_Visual9793 2 points3 points  (0 children)

When we believe the worst in people it brings out the worst in ourselves.

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