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This form is used by individuals and entities to provide their correct taxpayer identification number (TIN) to a requester for the purposes of reporting various types of income to the IRS. It includes

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 one from the entity that needs it.
2. Fill out your name as shown on your income tax return in the first line.
3. Enter your business name if applicable in the second line (if different from your name).
4. Check the appropriate box for your federal tax classification (individual, corporation, partnership, etc.).
5. Enter your address, city, state, and ZIP code in the respective fields.
6. Provide 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 is correct.
8. Submit the completed W-9 form to the requester, not to the IRS.

Who needs W-9?

1. Individuals or businesses that are hired for freelance work or independent contracts require a W-9.
2. Companies that need to report payments made to individuals or entity must collect W-9 forms.
3. Banks and financial institutions may require a W-9 for interest-bearing accounts.
4. Organizations that issue grants or scholarships might also request a W-9 from recipients.

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 to request the Taxpayer Identification Number (TIN) and certification from individuals and businesses that are subject to tax reporting.

Who is required to file W-9?

Individuals or entities that need to provide their TIN to another party for tax reporting purposes are required to file a W-9 form. This typically includes freelancers, independent contractors, and vendors.

How to fill out W-9?

To fill out a W-9 form, you need to provide your name, business name (if applicable), address, TIN (which may be your Social Security Number or Employer Identification Number), and certify that the information provided is correct by signing and dating the form.

What is the purpose of W-9?

The purpose of the W-9 form is to collect accurate taxpayer information, ensuring that the payer has the correct details for reporting payments to the IRS, such as honorariums, freelance payments, and contractor fees.

What information must be reported on W-9?

The W-9 requires the following information: your name, business name (if applicable), address, taxpayer identification number (TIN), and the appropriate tax classification of the entity (if applicable).