In accordance with U.S. federal tax regulations, we require all customers to submit a completed W-9 form before we can process redemptions that are a cumulative total of $600 or more for year 2025. This threshold changes to $2000 for year 2026.
The W-9 form is used to verify your identity and ensure we have the correct information on file for tax reporting purposes.
We recommend contacting a qualified accountant or tax attorney for any questions about tax filing.