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How long to keep W-9 REQUESTS?

Like any regular business, you receive a FORMAL REQUEST for W-9's. After we fulfill the request, we have kept the letter in our files. What is a "normal" length of time to keep the letter? We are a tax-exempt organization, so our W-9's simply spell that out for any 1099's processed by our customer organizations.

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Topic Expert
Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO, SBAConsulting.com) |

Why would you keep the request? It is the vendor's responsibility to request the form. If you sent it and they didn't receive it, then they should re-ask.

Remember, the request doesn't mean receipt by the vendor, and unless you send everything return-receipt by the post office, you have a worthless piece of paper.

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