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This form is used to request an individual's correct taxpayer identification number (TIN) and to certify that the TIN provided is correct. It serves specific purposes like reporting income, mortgage

How to fill out w-9

How to fill out W-9

1. Obtain a blank W-9 form from the IRS website or request one from the requester.
2. Fill in your name as it appears on your tax return in line 1.
3. Provide your business name in line 2 if applicable.
4. Check the appropriate box for your federal tax classification, such as individual, corporation, or LLC.
5. Enter your address in line 3, including street address, city, state, and ZIP code.
6. Provide your taxpayer identification number (TIN) in line 5, which is usually your Social Security number (SSN) or Employer Identification Number (EIN).
7. If applicable, provide your Social Security number (SSN) or Employer Identification Number (EIN) in line 6.
8. Sign and date the form at the bottom of the page to certify that the information is correct.

Who needs W-9?

1. Individuals and businesses that are required to report income to the IRS, such as freelancers, contractors, and vendors.
2. Entities making payments to independent contractors or other service providers.

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 tax form that provides the Internal Revenue Service (IRS) with your taxpayer identification number (TIN) and other important information needed for tax purposes.

Who is required to file W-9?

Individuals or entities who are required to provide their taxpayer identification information, typically freelancers, contractors, or businesses that will receive payment from a company or organization.

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 (TIN), and certify that the information you provided is accurate by signing and dating the form.

What is the purpose of W-9?

The purpose of the W-9 form is to provide a payor with the payee's correct taxpayer identification number so that they can prepare tax documents, such as 1099 forms, for reporting payments to the IRS.

What information must be reported on W-9?

The W-9 form requires reporting your name, business name (if applicable), address, taxpayer identification number (either Social Security Number or Employer Identification Number), and the signature certifying the information's accuracy.