Get the free W-9

This form is used to request a taxpayer identification number (TIN) and certify that it is correct, ensuring compliance with U.S. tax laws to avoid backup withholding.

How to fill out w-9

How to fill out W-9

1. Download the W-9 form from the IRS website.
2. Provide your name in the first line as it appears on your tax return.
3. If applicable, provide your business name in the second line.
4. Check the appropriate box for your tax classification (e.g., individual, corporation, partnership).
5. Enter your address in the designated lines.
6. Provide your Social Security Number (SSN) or Employer Identification Number (EIN) in the appropriate section.
7. Certify your information by signing and dating at the bottom of the form.

Who needs W-9?

1. Individuals who are self-employed or freelancers.
2. Businesses or companies that pay independent contractors.
3. Financial institutions or entities that require tax identification for payments.

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?

Form W-9 is a request for taxpayer identification information used in the United States. It is often required by businesses and financial institutions to gather necessary details from individuals and entities to report payments made to them.

Who is required to file W-9?

Any individual or business entity that receives income, such as freelancers, independent contractors, and vendors, is typically required to fill out a W-9 form when requested by a payer.

How to fill out W-9?

To fill out a W-9, provide your name, business name (if applicable), address, taxpayer identification number (SSN or EIN), and the appropriate tax classification. After filling in the required details, sign and date the form.

What is the purpose of W-9?

The purpose of the W-9 form is to provide accurate taxpayer identification information to the payer, which is necessary for the payer to report income to the IRS and ensure proper tax withholding.

What information must be reported on W-9?

Information that must be reported on W-9 includes the name of the individual or entity, business name (if applicable), address, taxpayer identification number (either Social Security Number or Employer Identification Number), and the appropriate tax classification.