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This form is used by individuals and entities to provide their taxpayer identification number (TIN) to requesters for reporting income and other tax-related purposes. It includes certification regarding

How to fill out w-9

How to fill out W-9

1. Obtain a W-9 form from the IRS website or request one from the person or entity requiring it.
2. Provide your name as it appears on your tax return in the first box.
3. Fill in your business name if applicable in the second box.
4. Check the appropriate box to indicate your federal tax classification (individual, corporation, partnership, etc.).
5. Enter your address (street, city, state, and ZIP code) in the corresponding boxes.
6. Input your taxpayer identification number (SSN or EIN) in the designated box.
7. If necessary, enter any other relevant information in the optional fields.
8. Sign and date the form to certify that the information is correct.

Who needs W-9?

1. Individuals who are freelancers or independent contractors.
2. Businesses that pay independent contractors, freelancers, or certain vendors.
3. Financial institutions that require taxpayer information for interest or dividends.
4. Any person or entity that needs to report payments made to others to the IRS.

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 tax form used in the United States by a third party to request the taxpayer's identification number (TIN) and certification. It's often used by businesses to collect information from contractors or freelancers.

Who is required to file W-9?

Any individual or entity that is required to provide their taxpayer identification number (TIN) to another party for income reporting purposes must file a W-9. This typically includes freelancers, independent contractors, and certain entities receiving payment.

How to fill out W-9?

To fill out a W-9, you need to provide your name, business name (if applicable), type of entity (individual, corporation, etc.), address, TIN (Social Security Number or Employer Identification Number), and certification of the information provided.

What is the purpose of W-9?

The purpose of the W-9 form is to provide the requester with the correct TIN of the individual or business, helping them to fulfill tax reporting requirements for the IRS.

What information must be reported on W-9?

The information that must be reported on the W-9 includes the individual's or entity's name, business name (if applicable), address, taxpayer identification number (TIN), and signature certifying the accuracy of the provided information.