Get the free W-9

This form is used by individuals and entities to provide their taxpayer identification number (TIN) to a requester for various reporting requirements to the IRS.

How to fill out w-9

How to fill out W-9

1. Download the W-9 form from the IRS website or request it from the requester.
2. Enter your name in the first line of the form exactly as it appears on your tax return.
3. If applicable, provide your business name on the second line.
4. Check the appropriate box for your federal tax classification (individual, corporation, partnership, etc.).
5. If you are claiming any exemptions, provide the required codes in the respective fields.
6. Fill out your address, including city, state, and ZIP code.
7. Provide your taxpayer identification number (either your Social Security Number or Employer Identification Number).
8. Sign and date the form to certify that the information provided is accurate.

Who needs W-9?

1. Individuals or entities that need to provide their taxpayer identification information to another party.
2. Freelancers or contractors who are being compensated for services.
3. Businesses that are hiring independent contractors or making certain types of payments.
4. Financial institutions and other organizations that need to verify taxpayer information.

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 in the United States, used by individuals and entities to provide their correct taxpayer information to others.

Who is required to file W-9?

Individuals or entities that receive income, such as freelancers, contractors, or businesses, are typically required to file the W-9 form to report their taxpayer information.

How to fill out W-9?

To fill out a W-9, you need to provide your name, business name (if applicable), address, taxpayer identification number (Social Security Number or Employer Identification Number), and certain certification statements.

What is the purpose of W-9?

The purpose of the W-9 form is to provide correct taxpayer information to payers and to facilitate accurate reporting for tax purposes for income earned by the individual or entity.

What information must be reported on W-9?

The information that must be reported on W-9 includes the name, business name (if applicable), tax classification, address, taxpayer identification number, and signature certifying the accuracy of the information.