Get W-9 Form - Ninjatrader Brokerage

The form, officially called Form W-9, Request for Taxpayer Identification Number and Certification, is typically used when a person or entity is required to report certain types of income. The form helps businesses obtain important information from payees to prepare information returns for the IRS.

If you sell stocks, bonds, derivatives or other securities through a broker, you can expect to receive one or more copies of Form 1099-B in January. This form is used to report gains or losses from such transactions in the preceding year.

To order official IRS information returns, which include a scannable Copy A for filing with the IRS and all other applicable copies of the form, visit .IRS.gov/orderforms.

Use Form W-9 to provide your correct Taxpayer Identification Number (TIN) to the person who is required to file an information return with the IRS to report, for example: Income paid to you. Real estate transactions. Mortgage interest you paid.

Please note that Copy B and other copies of this form, which appear in black, may be downloaded and printed and used to satisfy the requirement to provide the information to the recipient.

Get a copy of your Social Security 1099 (SSA-1099) tax form online. Need a replacement copy of your SSA-1099 or SSA-1042S, also known as a Benefit Statement? You can instantly download a printable copy of the tax form by logging in to or creating a free my Social Security account.

Log into your NinjaTrader Account Dashboard. Once logged in, click on Statements & Reports. Enter the following: Report Type: Client Statements. Date: Custom Range, From 01/01/2023 To Current Date. Add Filter: Statement Type. Statement Type: Form 1099. Click Go, and then click on the file to open and download the 1099 form.

Most of the time, a company or financial institution will send you a blank W-9 form to complete before you begin business with them. If you need to issue the form, you can download a W-9 from the IRS website.