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Form W-9 is used by U.S. persons to provide their Taxpayer Identification Number (TIN) to the requester. This form certifies that the TIN provided is correct and that the individual is not subject

How to fill out w-9

How to fill out W-9

1. Obtain a blank W-9 form from the IRS website or request it from the payer.
2. Fill in your name as it appears on your tax return in the 'Name' field.
3. If applicable, fill in your business name in the 'Business name/disregarded entity name' field.
4. Check the appropriate box for the federal tax classification (Individual/Sole proprietor, C Corporation, S Corporation, Partnership, Trust/Estate, etc.).
5. Enter your address in the 'Address' field, including the city, state, and ZIP code.
6. Provide your taxpayer identification number (TIN) in the 'Taxpayer Identification Number' field. This can be your Social Security Number (SSN) or Employer Identification Number (EIN).
7. If you are providing your SSN, fill out the 'Social Security Number' section; if you are using an EIN, fill in that instead.
8. If applicable, complete the 'Certification' section by providing the date and signing your name.
9. Submit the completed W-9 form to the requester, not to the IRS.

Who needs W-9?

1. Any individual or business that is required to provide their taxpayer identification information to another party, typically for tax reporting purposes.
2. Freelancers and independent contractors who receive payments from clients.
3. Businesses that need to report payments made to vendors or contractors at the end of the tax year.
4. Companies that need to collect taxpayer information to comply with IRS regulations.

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 document used in the United States by taxpayers to provide their taxpayer identification number (TIN) to businesses that will pay them income.

Who is required to file W-9?

Anyone who is a freelancer, contractor, or supplier receiving payment from a business is required to file a W-9 form.

How to fill out W-9?

To fill out a W-9 form, you need to provide your name, business name (if applicable), address, taxpayer identification number (TIN), and certification that the information is correct.

What is the purpose of W-9?

The purpose of the W-9 form is to provide the necessary information for the Internal Revenue Service (IRS) to report payments made to an individual or business.

What information must be reported on W-9?

The information that must be reported on a W-9 includes the individual's name or business name, address, taxpayer identification number (Social Security Number or Employer Identification Number), and certification of taxpayer status.