Get the free W-9

This form is used to provide your correct taxpayer identification number (TIN) to the requester, and to certify whether you are subject to backup withholding.

How to fill out w-9

How to fill out W-9

1. Obtain a blank W-9 form from the IRS website or your employer.
2. Fill in your name as it appears on your tax return.
3. If applicable, enter your business name in the next line.
4. Specify your tax classification by checking the appropriate box (Individual/sole proprietor, Corporation, Partnership, etc.).
5. Enter your address, including street, city, state, and ZIP code.
6. Provide your taxpayer identification number (SSN or EIN).
7. If applicable, complete the Part II Certification box by signing and dating the form.

Who needs W-9?

1. Individuals or businesses that are hired to provide services or receive payments for work done who need to report this information to the IRS.
2. Freelancers, contractors, and vendors who receive payments from clients or companies.
3. Banks and financial institutions needing identification for reporting interest or dividends.

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?

A W-9 is a form used in the United States for tax purposes, specifically for providing taxpayer identification information to entities that are required to report income paid to the IRS.

Who is required to file W-9?

Individuals and entities that receive income, such as freelancers, contractors, or other service providers, are required to file a W-9 form when requested by a client or payor.

How to fill out W-9?

To fill out a W-9, you need to provide your name, business name (if applicable), address, taxpayer identification number (SSN or EIN), and certifying the information is accurate by signing and dating the form.

What is the purpose of W-9?

The purpose of the W-9 is to provide a reliable way for clients or companies to collect information required for tax reporting, such as income paid to independent contractors or freelancers.

What information must be reported on W-9?

The W-9 requires reporting of the individual or entity's name, business name (if applicable), address, taxpayer identification number (social security number or employer identification number), and signature to certify the accuracy of the information.