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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 and that the individual is not subject to 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 a trusted source.
2. Provide your name as it appears on your tax return in the first line.
3. If applicable, fill in your business name or 'doing business as' (DBA) name on the second line.
4. Select the appropriate taxpayer classification by checking the corresponding box (individual, corporation, partnership, etc.).
5. Enter your address in the next lines (street, city, state, ZIP code).
6. Provide your Social Security Number (SSN) or Employer Identification Number (EIN) in the appropriate field.
7. Sign and date the form to certify that the information provided is accurate.

Who needs W-9?

1. Individuals who are independent contractors or freelancers.
2. Businesses that need to report non-employee compensation to the IRS.
3. Financial institutions that require taxpayer information for interest earnings.
4. Certain vendors who provide services to businesses.

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 individuals and businesses to provide their taxpayer identification information to another party.

Who is required to file W-9?

Individuals who are freelancers, independent contractors, or business entities that receive taxable income are required to file W-9.

How to fill out W-9?

To fill out a W-9, provide your name, business name if applicable, address, taxpayer identification number (Social Security number or Employer Identification Number), and certification of your taxpayer status.

What is the purpose of W-9?

The purpose of W-9 is to collect and verify taxpayer information for reporting purposes, such as income reporting and withholding requirements.

What information must be reported on W-9?

The information that must be reported on W-9 includes the individual's name, business name (if applicable), address, taxpayer identification number, and the individual's signature and date.