Get the free W-9

This form is used to request a taxpayer identification number (TIN) from a U.S. person, including individuals, sole proprietors, and other entities, for reporting income and other financial transactions

How to fill out w-9

How to fill out W-9

1. Obtain a blank W-9 form from the IRS website or request one from the person or entity requiring it.
2. Fill in your name as it appears on your tax return in the first line.
3. If applicable, fill in your business name on the second line.
4. Indicate your federal tax classification by checking the appropriate box (individual/sole proprietor, corporation, etc.).
5. Provide your address, including street, city, state, and ZIP code.
6. Enter your taxpayer identification number (TIN), which could be your Social Security number (SSN) or Employer Identification Number (EIN).
7. If exempt from backup withholding, enter the appropriate code(s) in the space provided.
8. Sign and date the form, certifying that the information provided is accurate.

Who needs W-9?

1. Independent contractors or freelancers who are paid by business clients in the U.S.
2. Businesses or organizations that hire independent contractors.
3. Financial institutions that pay interest to account holders.
4. Any individual or entity that receives reportable income.

People Also Ask about

What entities need a W9?

Most broadly, Form W-9 must be filled out by independent contractors that perform work for another party with which they are not employed. This includes freelance workers or gig employees under non-employment structures.

Who needs to submit a W9?

Employers who work with independent contractors must provide them with a W-9 form to fill out before starting work. There are specific criteria for who is classified as an “independent contractor” and will need to fill out a W-9 form.

What companies don't need a W9?

An IRS Form W-9 is not needed if the vendor or freelancer is paid less than $600 in one year, if payments exceeding that amount were not business-related, if the sale is strictly goods, or if paid solely by credit card as the credit card company issues the 1099.

Who is required to submit a W9?

You will need to fill out a W-9 form if you: Classify yourself as an independent contractor or “freelancer.”

Who is exempt from providing a W9?

All payees listed in items 1 through 4 and 6 through 11 are exempt. Also, C corporations are exempt. A person registered under the Investment Advisers Act of 1940 who regularly acts as a broker also is exempt. Barter exchange transactions and patronage dividends.

Do US citizens need a W9?

U.S. citizens and “U.S. person” payees who are self-employed independent contractors, freelancers, attorneys, businesses, vendors, suppliers, nonprofit organizations, partnerships, U.S. trusts, heirs of domestic estates, and holders of accounts in U.S. and foreign financial institutions (FFI) complete W9 tax forms

What is the foreign equivalent of a W9?

Foreign individuals and entities that don't reside in the U.S. don't need to file a W-9 form. The IRS, however, requires you receive a W-8 form from each foreign individual or company you conduct business with. Foreign aliens who are US residents will need to file a W-9.

What is the purpose of a W9?

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.

For pdfFiller’s FAQs

What is W-9?

The W-9 is a form used in the United States by the Internal Revenue Service (IRS) to request a Taxpayer Identification Number (TIN) and certification. It is typically used by businesses to collect information from independent contractors or freelancers.

Who is required to file W-9?

Any individual or entity that is required to provide their taxpayer identification information to another party for tax purposes is required to file a W-9. This typically includes independent contractors, freelancers, and certain types of businesses.

How to fill out W-9?

To fill out a W-9 form, one must provide their name, business name (if applicable), address, TIN (either Social Security Number or Employer Identification Number), and certification that the information is accurate. The form must then be signed and dated.

What is the purpose of W-9?

The purpose of the W-9 form is to provide the requester with accurate taxpayer information, mainly for reporting purposes to the IRS. It helps in ensuring proper tax withholding and helps businesses comply with tax regulations.

What information must be reported on W-9?

The information that must be reported on a W-9 includes the individual or entity's name, business name (if applicable), address, taxpayer identification number (either Social Security Number or Employer Identification Number), and the signature of the person providing the information.