Get the free W-9

This form is used to provide a taxpayer identification number (TIN) and certify that the TIN is correct for reporting income and other financial activities 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 (if you're an individual or sole proprietor).
3. If applicable, enter your business name in the second line.
4. Select the appropriate tax classification (Individual/Sole proprietor, Corporation, etc.) by checking the corresponding box.
5. Fill in your address in the next section (number, street, city, state, ZIP code).
6. Enter your taxpayer identification number (SSN or EIN) in the provided space.
7. Confirm that the information provided is accurate and current.
8. Sign and date the form at the bottom.

Who needs W-9?

1. Individuals and businesses who will receive payments that require tax reporting to the IRS.
2. Freelancers and independent contractors providing services.
3. Anyone needing to provide their taxpayer identification number to a requester.

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?

Form W-9 is a request for a taxpayer's identification number and certification. It is typically used by individuals or entities to provide their taxpayer information to a business that is required to file an information return with the IRS.

Who is required to file W-9?

Generally, any individual or business that is a U.S. person required to provide their taxpayer identification number to another party for reporting income, such as freelance workers, contractors, and vendors, must file a W-9.

How to fill out W-9?

To fill out Form W-9, you need to provide your name, business name (if applicable), address, taxpayer identification number (social security number or employer identification number), and certify that the information provided is correct by signing and dating the form.

What is the purpose of W-9?

The purpose of Form W-9 is to provide businesses with a means to collect taxpayer identification information from individuals and entities to report payments made to them to the IRS, primarily for tax purposes.

What information must be reported on W-9?

The information required on Form W-9 includes the name of the individual or entity, the business name (if applicable), address, taxpayer identification number (either SSN or EIN), and certification of the information provided.