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This document is used to provide the correct taxpayer identification number (TIN) to the requester and to certify that the TIN is correct and that the person is not subject to backup withholding.

How to fill out w-9

How to fill out W-9

1. Obtain Form W-9 from the IRS website or request a copy from the person or entity requiring it.
2. Fill in your name in the 'Name' box provided.
3. If applicable, enter your business name in the 'Business name' box.
4. Select the appropriate tax classification: individual, sole proprietor, corporation, partnership, etc.
5. Enter your address, including street, city, state, and ZIP code.
6. Provide your Social Security Number (SSN) or Employer Identification Number (EIN) in the designated boxes.
7. Sign and date the form at the bottom.

Who needs W-9?

1. Individuals and businesses that are required to provide their taxpayer identification information to another individual or entity for tax purposes.
2. Freelancers and contractors who are hired by businesses to perform services.
3. Banks and financial institutions when opening an account or conducting certain transactions.
4. Landlords who need your information for rental agreements and tax reporting.

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 request for taxpayer identification number and certification used in the United States by individuals and businesses to provide their correct Taxpayer Identification Number (TIN) to someone who is required to file an information return with the IRS.

Who is required to file W-9?

Individuals or entities that are required to provide their TIN to another party for tax reporting purposes, such as independent contractors, freelancers, and vendors who receive payments, typically fill out a W-9 form.

How to fill out W-9?

To fill out a W-9, one must provide their name, business name (if applicable), address, TIN (Social Security Number or Employer Identification Number), and select the federal tax classification that applies. The form must be signed and dated.

What is the purpose of W-9?

The purpose of the W-9 form is to collect the correct TIN from individuals or businesses to ensure proper reporting of income paid to them to 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 business's name, business name (if applicable), address, TIN (SSN or EIN), and federal tax classification.