Fidelity Investments: Tin For Secure Transactions

Fidelity Investments Tin refers to the Taxpayer Identification Number (TIN) used by Fidelity Investments. A TIN is a type of Federal ID Number, which is used by the IRS to administer tax laws. Taxpayers are required to furnish their TIN when filing tax returns and on withholding certificates under certain circumstances. In the context of Fidelity Investments, the TIN may be relevant for individuals who receive tax forms, such as the 1099-DIV or 1099-R, and need to report their income and dividends for tax purposes.

Fidelity Investments Tin is 110303001

Fidelity Charitable's TIN is used for tax purposes and can be found on the organisation's Form 990 and Annual Reports, which are available on the About Us page of their website. This number is necessary for those who have invested with Fidelity and need to file their taxes.

The TIN is different from the Fed ID number, which is also required for tax filing purposes. The Fed ID number for National Financial Services LLC, which is associated with Fidelity, is 04-3523567.

TIN is a Taxpayer ID Number

When filing taxes, you may need to provide a Taxpayer ID Number (TIN) or an Employer Identification Number (EIN). TIN is an umbrella term for a group of identification numbers the IRS uses to administer tax laws. Federal ID Numbers are a type of TIN. The IRS recognises a wide variety of TINs, including Social Security Numbers. These numbers must be furnished when asked on tax returns as well as on withholding certificates under certain circumstances.

If you are a Fidelity customer, you can update or certify your Social Security or Tax Identification numbers online. You can also do this by downloading and completing one of the following forms: Taxpayer ID (Substitute Form W-9) (PDF) or Taxpayer ID Certification - Annuities (Substitute Form W-9) (PDF). If you are a nonresident alien or a foreign entity, you may find the appropriate W-8 form on the IRS site.

Fidelity Investments' TIN is 110303001.

TIN is used to verify US tax status

A Taxpayer Identification Number (TIN) is a unique 9-digit number used to identify businesses, non-profits, individuals, or other entities for tax purposes. TINs are issued to businesses and nonprofits, while Social Security Numbers (SSNs) are issued to individuals.

TINs are used to verify US tax status, and the Internal Revenue Service (IRS) offers a TIN Matching Program to help taxpayers perfect their payee data before filing tax forms. This program allows participants to validate TIN and name combinations by checking them against the IRS database before submitting an information return. There are two TIN matching options: Interactive TIN Matching and Bulk TIN Matching. Interactive TIN Matching allows users to verify up to 25 name/TIN combinations immediately, with a limit of 999 requests per 24 hours. Bulk TIN Matching allows users to verify up to 100,000 name/TIN combinations, with results available within 24 hours.

To participate in the TIN Matching Program, users must complete an online e-services registration and apply for TIN Matching as an authorized payer of income subject to backup withholding. This process can be done through the IRS website or through third-party platforms like Tax1099, which offer similar TIN lookup and verification services.

Fidelity Investments, a financial services company, also provides resources for customers to update their SSN/TIN certification online or by downloading and completing specific forms, such as Taxpayer ID (Substitute Form W-9) or Taxpayer ID Certification - Annuities (Substitute Form W-9).

TIN can be updated and certified online

Updating and Certifying Your TIN

If your Tax Identification Number (TIN) is incorrect or needs to be updated, you can change and certify it online. This is in your best interest to ensure that Fidelity Investments has the correct information on your accounts. If the taxpayer information on file for you is incomplete or inaccurate, you'll need to complete the Substitute Form W-9 to certify your TIN. The IRS requires you to certify your TIN to verify your U.S. tax status.

To update your TIN online, first log in to your account. Then, from 'Update Accounts/Features', select 'SSN/TIN Certification'. On the next page, select 'Complete Your SSN/TIN Certification Online'. You'll then need to choose the accounts that are affected by this update. When you've completed the online steps, agree to the terms and submit your request.

After you've submitted your request, your information will be reviewed. Once the update has been verified, your new TIN will appear on all of the accounts you've updated within 3 business days. If you've chosen eDelivery, you'll receive a confirmation in 1–2 business days. If you don't use eDelivery, you'll receive a confirmation by U.S. Mail within 3–5 business days.

Alternatively, you can update your TIN by downloading and completing the 'Taxpayer ID (Substitute Form W-9)' or 'Taxpayer ID Certification - Annuities (Substitute Form W-9)' form. If you are a nonresident alien or a foreign entity, you may need to complete a different form.

TIN is required to file taxes

A Taxpayer Identification Number (TIN) is a nine-digit number used by the Internal Revenue Service (IRS) to identify taxpayers. TINs are issued either by the Social Security Administration (SSA) or by the IRS. A Social Security Number (SSN) is issued by the SSA, whereas all other TINs are issued by the IRS.

TINs are mandatory for anyone filing annual tax returns with the IRS, and the agency uses them to track taxpayers. Tax filers must include their TIN on tax-related documents and when claiming benefits.

There are several types of TINs:

• Social Security Number (SSN): The most common TIN issued to US citizens, permanent residents, and certain temporary residents. SSNs are required for legal employment in the US and to receive Social Security benefits and other government services.
• Individual Taxpayer Identification Number (ITIN): Issued by the IRS to certain nonresident and resident aliens, their spouses, and their dependents when they are ineligible for SSNs. ITINs always begin with a 9 and are formatted as XXX-XX-XXXX.
• Employer Identification Number (EIN): Used by the IRS to identify corporations, trusts, and estates that must pay taxes. EINs are also used to identify businesses, estates, and trusts with income that must be reported.
• Adoption Tax Identification Number (ATIN): Issued by the IRS to individuals in the process of legally adopting a US citizen or permanent resident child when the child's SSN is not available for tax returns.
• Preparer Tax Identification Number (PTIN): Required by the IRS on each tax return filed. Any tax preparer who charges for completing a tax return must have and use a PTIN.

TINs are generally required for credit applications, employment, and state tax filings. They are considered sensitive information and are not available online.

Frequently asked questions