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This form is used to provide the correct taxpayer identification number (TIN) to the requester and certify certain information regarding U.S. person status and backup withholding.

How to fill out w-9

How to fill out W-9

1. Start by downloading the W-9 form from the IRS website.
2. Provide your name in the first line.
3. If applicable, enter your business name on the second line.
4. Check the appropriate box for your tax classification (individual, corporation, etc.).
5. Enter your address, 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 any exemption codes.
8. Sign and date the form at the bottom.

Who needs W-9?

1. Individuals or businesses that are required to provide their taxpayer information to a client or financial institution.
2. Contractors and freelancers who receive payments that need to be reported to the IRS.
3. Financial institutions managing tax-exempt accounts.
4. Any person or organization requesting a Form 1099 for services rendered.

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 tax form used in the United States by individuals and businesses to provide their correct Taxpayer Identification Number (TIN) to those who are required to file an information return with the IRS.

Who is required to file W-9?

Generally, individuals or entities who are U.S. persons and receive income from another party, such as freelancers, independent contractors, and vendors, are required to fill out a W-9 form at the request of the party providing the payment.

How to fill out W-9?

To fill out a W-9, you need to provide your name, business name (if applicable), address, and Social Security Number (SSN) or Employer Identification Number (EIN). You’ll also need to indicate your tax classification, such as individual, corporation, or partnership, and sign the form to certify that the information provided is correct.

What is the purpose of W-9?

The primary purpose of the W-9 form is to provide accurate taxpayer information to businesses or individuals who are paying you, so they can correctly report income paid to you to the Internal Revenue Service (IRS).

What information must be reported on W-9?

W-9 requires reporting of the individual's or entity's name, business name (if any), address, TIN (either SSN or EIN), and the appropriate tax classification. It may also ask for certification that the information is true.