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CosmosCaptain

Should I fill out a W-9 form my employer requested on my last day?

My previous employer asked me to complete a W-9 form on my final day at work. I was making $27 an hour working at the front desk of an upscale cosmetic surgery office. My job included managing patient appointments, reception duties, and assisting with marketing efforts. I logged about 120 hours total, using their Homebase time tracking system, with a mandatory Monday-Friday 9-5 schedule on premises. The owner paid everyone monthly through Venmo, not every two weeks, and required all staff to complete W-9 forms. The owner micromanaged everyone's time, including restroom breaks, and didn't allow lunch breaks. He would become irritated if anyone spent more than 3 minutes in the bathroom. When I tried negotiating my rate to $33/hour because I realized I'd be responsible for my own taxes with a 1099 and wouldn't receive employment benefits, he terminated me the following day. I got paid through Venmo, but he's still demanding I complete a W-9. I'm wondering: Should I contact the IRS about this situation? Would filing an SS-8 form be appropriate? How can I protect myself if he tries to misuse my Social Security number as retaliation? He's generating approximately $65K daily in revenue and classifies all employees as 1099 workers (using W-9 forms) while controlling everyone's schedules completely. If client consultations run late, we don't receive overtime, and sometimes when he schedules a mid-afternoon meeting, everyone gets sent home without pay for the remainder of the day. Any advice would be greatly appreciated!

Based on what you've described, your employer was likely misclassifying you as an independent contractor when you were actually an employee. Here are the key factors that indicate employee status: your employer controlled your schedule, work location, how you performed your job, and even your bathroom breaks. Independent contractors typically have freedom over when and how they complete their work. The W-9 form is used to request a taxpayer identification number from independent contractors, not employees. Employees should complete a W-4, not a W-9. Monthly payment through apps like Venmo or Zelle doesn't automatically make someone an independent contractor either. Filing Form SS-8 with the IRS is absolutely appropriate here. This form asks the IRS to make a determination about your worker status. You can also file Form 8919 to report your share of uncollected Social Security and Medicare taxes. Regarding your SSN concerns, monitor your credit reports regularly and consider placing a fraud alert or credit freeze if you're worried.

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Omar Fawzi

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This is super helpful! So if I file the SS-8, will the employer get in trouble with the IRS? And how long does it typically take for the IRS to make a determination on worker status? I'm wondering if this will be resolved before next tax season.

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Filing an SS-8 will prompt the IRS to contact your employer and investigate the situation, which could potentially lead to penalties if they've been systematically misclassifying employees. This isn't about getting revenge, but ensuring proper tax treatment. The IRS typically takes 6+ months to make a determination on worker status through the SS-8 process, sometimes longer. You don't need to wait for their determination before filing your taxes, though. You can file Form 8919 with your tax return to report wages and pay your portion of Social Security and Medicare taxes while indicating an SS-8 was filed.

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Chloe Wilson

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I went through something eerily similar last year with a dental office that tried to classify all receptionists as "independent contractors." After searching everywhere for help, I found this AI tool called taxr.ai that was seriously a lifesaver. You can upload documents and it analyzes your specific situation. I uploaded screenshots of my schedule, payment details, and they helped confirm I was being misclassified. The https://taxr.ai system walked me through exactly what forms to file (including the SS-8!) and gave me a personalized action plan. They even helped me understand exactly what documentation I needed to gather to protect myself. The worker classification analysis was super clear about why I was an employee and not a contractor.

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Diego Mendoza

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Did you have to talk to an actual person or was it all automated? I'm kinda nervous about sharing my personal tax info with some random website...

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How long did the whole process take you? Did your employer fight back at all when the IRS contacted them? I'm worried about burning bridges since I'm still in this industry.

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Chloe Wilson

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It's all automated through their AI system - no actual humans review your docs which made me feel better about uploading sensitive info. Their privacy policy is really strict and they use bank-level encryption. The whole process took me about 30 minutes to get my personalized action plan. My employer did get contacted by the IRS about 6 weeks after I filed the SS-8, and they weren't happy, but they couldn't do anything to me legally. The industry concern is valid though - I made sure to have a new job lined up before starting this process. In my case, the tax savings were worth it (almost $3,200) so I decided to go ahead.

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StellarSurfer

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Sean Kelly

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StellarSurfer

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Yes, it absolutely works! I was connected within 27 minutes when I had been trying for days on my own. The system holds your place in the IRS queue and calls you when an agent picks up. I completely understand the skepticism - I felt the same way. But think about what your time is worth. I spent over 12 hours across multiple days trying to reach someone, getting disconnected, starting over. If you're dealing with misclassification, time is valuable since there are deadlines for filing your SS-8 and tax returns. The service exists because the IRS is chronically understaffed and their phone systems are overwhelmed.

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Luca Greco

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I think the other comments are missing something important - if you fill out the W-9, you're essentially agreeing to be classified as an independent contractor. DON'T SIGN IT! You can refuse to sign forms that misclassify you. The employer is trying to cover their tracks after the fact. Also, keep ALL documentation: your schedules, the Homebase time records, any texts or emails about bathroom breaks or leaving early without pay. These are all evidence that you were treated as an employee, not a contractor. Take screenshots of everything before you lose access!

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CosmosCaptain

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Thank you! I was wondering if I should just sign it to avoid conflict, but your advice makes sense. Do I need to formally tell them I'm refusing to sign, or can I just ignore the request?

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Luca Greco

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I'd recommend sending a polite email stating that after researching the matter, you believe you were classified as an employee based on the working conditions and IRS guidelines, so completing a W-9 wouldn't be appropriate. Keep it professional and factual. Don't ignore the request completely as that could give them room to claim you were non-responsive. Having a paper trail of your refusal with clear reasoning will help your case if you end up filing the SS-8. If they push back or make threats, save those communications as additional evidence.

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Nia Thompson

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Make sure you document EVERYTHING about your working conditions! I made the mistake of not keeping enough evidence when I was in a similar situation. The more documentation you have about schedule control, micromanagement, etc., the stronger your SS-8 case will be. The fact that he controlled bathroom breaks is a HUGE red flag that proves employee status. Also, the firing after asking for a rate increase that accounted for self-employment taxes shows bad faith. The IRS takes these misclassification cases very seriously now since they lose so much tax revenue from it.

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What kind of documentation would be most helpful? I kept some of my old timesheets and have text messages about schedules.

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This is a textbook case of employee misclassification! The level of control your employer had over your work environment - mandatory schedules, micromanaging bathroom breaks, controlling your work location, and even timing your breaks - clearly indicates you were an employee, not an independent contractor. A few key points to consider: 1. **Don't sign the W-9** - By signing it now, you'd be validating their misclassification. You have every right to refuse. 2. **File Form SS-8 immediately** - This asks the IRS to make an official determination about your worker status. Given the facts you've described, it's very likely they'll rule in your favor. 3. **Document everything** - Save all communications, schedules, payment records, and any evidence of the micromanagement you described. 4. **Consider Form 8919** - You can file this with your tax return to pay only the employee portion of Social Security and Medicare taxes while the SS-8 is pending. The fact that he's paying everyone through Venmo and requiring W-9s from all staff while maintaining complete schedule control suggests systematic misclassification. This could result in significant penalties for the employer. You're absolutely doing the right thing by questioning this situation - employee misclassification costs workers thousands in extra taxes and lost benefits.

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