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This form is used to provide a correct taxpayer identification number (TIN) to the requester for various reporting purposes, including income and transactions involving real estate, mortgage interest,

How to fill out w-9

How to fill out W-9

1. Obtain the W-9 form from the IRS website or from the requester.
2. Fill in your name as it appears on your tax return in the first line.
3. Write your business name in the second line if applicable.
4. Check the appropriate box to indicate your federal tax classification (individual, corporation, partnership, etc.).
5. Fill out your address, including street, city, state, and ZIP code.
6. Enter your taxpayer identification number (TIN), which can be your Social Security Number (SSN) or Employer Identification Number (EIN).
7. If applicable, provide your account number(s) in the relevant field.
8. Sign and date the form to certify that the information is accurate.

Who needs W-9?

1. Individuals or businesses that need to report income paid to you.
2. Freelancers and independent contractors who receive payments.
3. Companies that hire subcontractors.
4. Banks or other financial institutions requiring identity verification.
5. Any entity that needs your TIN for tax reporting purposes.

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?

W-9 is a tax form used in the United States by individuals and businesses to provide their Taxpayer Identification Number (TIN) to entities that will be paying them income.

Who is required to file W-9?

Any person or business entity that is required to provide their TIN to another party for tax reporting purposes is required to file a W-9.

How to fill out W-9?

To fill out a W-9, one must provide their name, business name (if applicable), address, TIN, and select the appropriate tax classification.

What is the purpose of W-9?

The purpose of W-9 is to collect and verify a taxpayer's TIN for reporting income to the IRS, ensuring compliance with tax regulations.

What information must be reported on W-9?

The W-9 must report the individual or entity's name, business name (if applicable), address, TIN (either Social Security Number or Employer Identification Number), and tax classification.