Get the free W-9

This form is used to request a taxpayer identification number (TIN) and certification from individuals or entities for tax purposes, including income reporting and 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 your requester.
2. Fill out your name as it appears on your tax return.
3. If applicable, enter your business name or disregarded entity name.
4. Select your federal tax classification (individual/sole proprietor, corporation, partnership, etc.).
5. Enter your address, including city, state, and ZIP code.
6. Provide your taxpayer identification number (either your Social Security Number or Employer Identification Number).
7. If applicable, list any exemption codes if you are exempt from backup withholding.
8. Sign and date the form to certify that the information provided is correct.

Who needs W-9?

1. Individuals who are being paid by a business and need to report income to the IRS.
2. Freelancers and contractors who provide services to a business.
3. Businesses that hire independent contractors must request a W-9 to ensure tax compliance.
4. Financial institutions requiring taxpayer identification for interest or dividends.

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, officially known as 'Request for Taxpayer Identification Number and Certification,' is a form used in the United States by the Internal Revenue Service (IRS) to collect tax identification information from individuals and entities.

Who is required to file W-9?

Any individual or business that is required to provide their taxpayer identification information to another party for tax purposes, such as independent contractors, freelancers, and vendors, must file a W-9.

How to fill out W-9?

To fill out a W-9, you provide your name, business name (if applicable), address, taxpayer identification number (either a Social Security Number or Employer Identification Number), and certify that the information is correct by signing and dating the form.

What is the purpose of W-9?

The purpose of the W-9 form is to provide proper taxpayer identification to a payer, which helps the payer report any taxable income paid to the individual or business to the IRS.

What information must be reported on W-9?

The information that must be reported on the W-9 includes your name, business name (if any), address, taxpayer identification number, and certification of the accuracy of this information.