Get the free W-9

This form is used to provide taxpayer identification information to requesters for reporting income and other transactions to the IRS.

How to fill out w-9

How to fill out W-9

1. Obtain a blank W-9 form from the IRS website or a trusted source.
2. Fill in your name as it appears on your tax return in the first line.
3. If applicable, enter your business name in the second line.
4. Check the appropriate box for your tax classification (individual, corporation, LLC, etc.).
5. Enter your address, including street, 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 required, fill in any additional information regarding your account.
8. Sign and date the form to certify that the information provided is correct.

Who needs W-9?

1. Individuals or businesses who are required to report income paid to them.
2. Freelancers or consultants providing services to a company.
3. Any entity receiving payments that are subject to backup withholding.
4. Landlords receiving rental income over a certain threshold.
5. Organizations or individuals receiving interest or dividends.

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, officially titled 'Request for Taxpayer Identification Number and Certification,' is a tax form used in the United States by individuals and entities to provide their taxpayer identification information to another party, usually a business or organization.

Who is required to file W-9?

Individuals or entities such as freelancers, independent contractors, and certain vendors who are receiving payments from a business or organization may be required to file a W-9 form.

How to fill out W-9?

To fill out a W-9 form, the requester must provide their name, business name (if applicable), address, taxpayer identification number (Social Security Number or Employer Identification Number), and the appropriate tax classification (individual, corporation, etc.), then sign and date the form.

What is the purpose of W-9?

The purpose of the W-9 form is to provide accurate taxpayer identification information to the payer, which is necessary for reporting income paid and for tax purposes.

What information must be reported on W-9?

The W-9 form requires the taxpayer's name, business name (if applicable), address, taxpayer identification number (SSN or EIN), and the tax classification of the payee.