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This form is used to provide the correct taxpayer identification number (TIN) to the requester for reporting income, real estate transactions, and other taxable events to the IRS. It includes certification

How to fill out w-9

How to fill out W-9

1. Obtain a W-9 form from the IRS website or ask the requester for a copy.
2. Fill in your name as it appears on your tax return in the first line.
3. Enter your business name (if applicable) in the second line.
4. Select the appropriate tax classification by checking the correct box.
5. Enter your address, including city, state, and ZIP code.
6. Provide your Taxpayer Identification Number (TIN) which could be your Social Security Number (SSN) or Employer Identification Number (EIN).
7. Sign and date the form to certify that the information is accurate.

Who needs W-9?

1. Individuals or entities who are required to report certain types of income paid to you.
2. Businesses hiring contractors or freelancers to provide services.
3. Financial institutions requesting taxpayer information for interest earned or investment purposes.

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?

Form W-9 is a tax form used in the United States by employers to request the Taxpayer Identification Number (TIN) and certification from contractors and freelancers.

Who is required to file W-9?

Individuals or entities that are required to report income, such as independent contractors, freelancers, or other recipients of income who are not employees.

How to fill out W-9?

To fill out Form W-9, provide your name, business name (if applicable), address, TIN, and indicate your tax classification. Sign and date the form.

What is the purpose of W-9?

The purpose of Form W-9 is to provide information to the IRS about taxpayers who are receiving income to ensure proper tax reporting.

What information must be reported on W-9?

The information that must be reported on Form W-9 includes the individual's name, business name (if applicable), address, TIN (Social Security Number or Employer Identification Number), and tax classification.