Get the free W-9

This form is used to provide a correct taxpayer identification number (TIN) to the requester and certify the status of the individual or entity for tax purposes.

How to fill out w-9

How to fill out W-9

1. Obtain a W-9 form from the IRS website or your requestor.
2. Enter your name in the first line; if you're a business, use your business name.
3. Fill in your business name (if applicable, on line 2).
4. Check the appropriate box for your tax classification (individual, LLC, corporation, etc.).
5. Enter your address on lines 4-5 (street, city, state, and ZIP code).
6. Provide your taxpayer identification number (TIN) - either your Social Security Number or Employer Identification Number.
7. If applicable, you may also include your account numbers in the designated space.
8. Sign and date the form certifying that the information is correct.

Who needs W-9?

1. Businesses or individuals that are required to report income paid to non-employees.
2. Freelancers or independent contractors who will be receiving payment.
3. Financial institutions or entities that hold accounts for individuals.
4. Any entity that needs to report certain types of income to the IRS.

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 standard IRS form used in the United States for tax purposes, allowing individuals and businesses to provide their Taxpayer Identification Number (TIN) to entities that will be reporting income paid to them.

Who is required to file W-9?

Individuals and entities that receive income such as freelancers, independent contractors, and certain corporations must file a W-9 to provide their information to clients or businesses paying them.

How to fill out W-9?

To fill out a W-9, you need to provide your name, business name (if applicable), tax classification (individual/sole proprietor, corporation, etc.), address, and your Taxpayer Identification Number (such as a Social Security number or Employer Identification Number).

What is the purpose of W-9?

The purpose of the W-9 form is to provide the correct TIN to the entity that is required to report income payments made to you, ensuring proper tax reporting.

What information must be reported on W-9?

The information that must be reported on the W-9 form includes your name, business name (if applicable), address, TIN, and your tax classification.