Get the free W-9

This form is used to provide the correct taxpayer identification number (TIN) to a requester and to certify that the TIN is correct and that the individual is not 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 request one from the individual or company requiring it.
2. Enter your name on the first line as it appears on your tax return.
3. If applicable, enter your business name or DBA (Doing Business As) on the second line.
4. Check the appropriate box for your tax classification (Individual/Sole Proprietor, C Corporation, S Corporation, Partnership, Trust/Estate, Limited Liability Company).
5. Enter your address in the designated fields, including street address, city, state, and ZIP code.
6. Provide 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 optional section.
8. Sign and date the form, certifying that the information provided is correct and that you are not subject to backup withholding.

Who needs W-9?

1. Individuals and businesses that receive income, such as freelancers, independent contractors, and vendors, need to provide a W-9 to requesters.
2. Any business or person who needs to report payments made to a contractor or service provider must obtain a completed W-9 form for tax 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?

The W-9 form is a document used in the United States by individuals and entities to provide their taxpayer identification number (TIN) to a requester, typically for tax reporting purposes.

Who is required to file W-9?

Individuals or entities receiving income, payments, or other amounts from another party that require tax reporting, such as independent contractors, freelancers, and certain vendors, are required to file a W-9.

How to fill out W-9?

To fill out a W-9, provide your name, business name (if applicable), address, TIN, and choose the correct tax classification. Sign and date the form before submitting it to the requester.

What is the purpose of W-9?

The purpose of the W-9 form is to provide accurate taxpayer information for the purpose of reporting income to the IRS, ensuring that payments made to individuals or entities are properly reported.

What information must be reported on W-9?

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