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This form is used to provide the correct taxpayer identification number (TIN) to the requester and to certify that the TIN is correct or to claim exemption from backup withholding.

How to fill out w-9

How to fill out W-9

1. Obtain a blank W-9 form from the IRS website or from the requester.
2. Fill in your name as it appears on your tax return at the top of the form.
3. Enter your business name (if applicable) in the next line.
4. Select the appropriate tax classification by checking the corresponding box (individual/sole proprietor, corporation, etc.).
5. Provide your address, including city, state, and ZIP code.
6. Enter your taxpayer identification number (TIN), which can be your Social Security Number (SSN) or Employer Identification Number (EIN).
7. Sign and date the form to certify that the information provided is accurate.
8. Submit the completed W-9 form to the requester, not to the IRS.

Who needs W-9?

1. Anyone who is a freelancer or independent contractor.
2. Businesses that pay independent contractors or freelancers.
3. Financial institutions requiring taxpayer information for various purposes.
4. Individuals who receive income that is subject to reporting 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?

A W-9 is a tax form used in the United States by individuals to provide their taxpayer identification information to entities that will pay them income. The form is used primarily for tax purposes.

Who is required to file W-9?

Individuals and businesses that are required to provide their taxpayer identification number to another entity for tax reporting purposes must file a W-9. This typically includes freelancers, independent contractors, and vendors.

How to fill out W-9?

To fill out a W-9, you need to provide your name, business name (if applicable), type of entity, address, taxpayer identification number (TIN), and sign the form to certify that the information is accurate.

What is the purpose of W-9?

The purpose of the W-9 form is to gather information from the payer regarding their taxpayer identification number, which is then used by the requesting party to report taxable income to the Internal Revenue Service (IRS).

What information must be reported on W-9?

The W-9 requires reporting of the individual’s or entity’s name, business name (if applicable), type of entity, address, taxpayer identification number (TIN), and the signature certifying the information provided.