Get the free W-9

This form is used to provide your correct taxpayer identification number (TIN) to the requester and certify that you are not subject to backup withholding, among other purposes.

How to fill out w-9

How to fill out W-9

1. Obtain a blank W-9 form from the IRS website or your employer.
2. Fill in your name in the 'Name' box as shown on your income tax return.
3. If applicable, fill in your business name in the 'Business name' box.
4. Check the appropriate box for your federal tax classification (e.g., Individual/Sole proprietor, Corporation, etc.).
5. Fill in your address in the 'Address' section (number, street, and city/state/ZIP code).
6. Provide your taxpayer identification number (either your Social Security number or Employer Identification Number) in the appropriate section.
7. If you are exempt from backup withholding, fill in the appropriate code in the 'Exemptions' section.
8. Sign and date the form certifying that the information provided is accurate.

Who needs W-9?

1. Individuals or entities that are required to provide their taxpayer identification information to others such as businesses, financial institutions, or government agencies.
2. Freelancers, contractors, or self-employed individuals who receive income from various sources that requires reporting to the IRS.
3. Certain businesses that need to file information returns for payments made to different service providers or for tax compliance 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 request for taxpayer identification information used in the United States. It is typically used by businesses to obtain the correct taxpayer identification number (TIN) from a contractor or freelancer.

Who is required to file W-9?

Individuals or entities that provide services as independent contractors, freelancers, or service providers to businesses are required to file W-9 forms to report their taxpayer identification information.

How to fill out W-9?

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

What is the purpose of W-9?

The purpose of the W-9 form is to collect information needed for tax reporting purposes, allowing businesses to accurately report payments made to independent contractors or freelancers to the IRS.

What information must be reported on W-9?

On the W-9 form, you must report your name, business name (if applicable), address, taxpayer identification number (TIN), and certification regarding the accuracy of the information provided.