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A form required by the IRS to request and certify a taxpayer identification number (TIN) for reporting income, real estate transactions, and other financial activities.

How to fill out w-9

How to fill out W-9

1. Obtain a W-9 form from the IRS website or request one from an individual or business.
2. Fill in your name as it appears on your tax return in the first line.
3. In the second line, enter your business name if applicable (if it’s different from your name).
4. Check the appropriate box that corresponds to your tax classification (individual, corporation, partnership, etc.).
5. Fill in your address in the spaces provided, including city, state, and ZIP code.
6. Enter your Taxpayer Identification Number (TIN) in the next section. This can be your Social Security Number (SSN) or Employer Identification Number (EIN).
7. Sign and date the form at the bottom, certifying that the information provided is true and accurate.

Who needs W-9?

1. Individuals or businesses that are required to provide their TIN to another party.
2. Freelancers and contractors providing services who need to report their income.
3. Businesses that are required to submit forms like 1099 to the IRS for tax reporting purposes.
4. Financial institutions that need to validate your identity for interest income 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?

W-9 is a form used in the United States that allows individuals and entities to provide their taxpayer identification number (TIN) to another party for tax purposes, usually to report income paid to the individual or entity.

Who is required to file W-9?

Any individual or business entity that is required to provide their TIN to another party to facilitate reporting of income, such as freelancers, contractors, and suppliers receiving payment.

How to fill out W-9?

To fill out a W-9, you need to provide your name, business name (if applicable), federal tax classification, address, TIN, and certification that the information provided is correct.

What is the purpose of W-9?

The purpose of W-9 is to provide accurate taxpayer information to the person or entity that will report payments made to you, ensuring compliance with IRS tax reporting regulations.

What information must be reported on W-9?

The W-9 form requires your name, business name (if applicable), federal tax classification, address, taxpayer identification number (TIN), and a certification that the information is correct.