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This form is used by individuals and entities to provide their taxpayer identification number (TIN) to a requester and certify that the TIN is correct and that the individual is not subject to backup

How to fill out w-9

How to fill out W-9

1. Obtain a W-9 form from the IRS website or your employer.
2. Enter your name as it appears on your tax return in the first box.
3. If you are operating a business, enter your business name in the second box.
4. Fill in your address, including street, city, state, and ZIP code.
5. Provide your taxpayer identification number (TIN): Social Security Number (SSN) for individuals or Employer Identification Number (EIN) for businesses.
6. Check the appropriate box for your tax classification: Individual/Sole proprietor, C Corporation, S Corporation, Partnership, Trust/estate, LLC, etc.
7. If applicable, enter the exemption code for FATCA reporting.
8. Sign and date the form.

Who needs W-9?

1. Independent contractors or freelancers who provide services.
2. Businesses that need to report payments made to contractors.
3. Individuals who receive certain types of income, such as rental income.
4. Organizations that are required to report payments 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?

W-9 is a form used in the United States by the Internal Revenue Service (IRS) to request and provide taxpayer identification information, typically used by individuals and businesses.

Who is required to file W-9?

Any individual or business that is required to provide their taxpayer identification information to another party, such as a client or financial institution, must file a W-9.

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 (either your Social Security Number or Employer Identification Number), and certification of your taxpayer status.

What is the purpose of W-9?

The purpose of the W-9 form is to gather information necessary for the payer to report income paid to the payee to the IRS for tax purposes.

What information must be reported on W-9?

The W-9 form requires reporting of your name, business name (if applicable), address, taxpayer identification number, and signature certifying the accuracy of the information provided.