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This form is used by individuals and entities to provide their taxpayer identification number (TIN) to others, primarily for tax reporting purposes. It includes sections for certification and specific

How to fill out w-9

How to fill out W-9

1. Obtain the W-9 form from the IRS website or your requester.
2. Fill in your name in the first box.
3. Enter your business name (if applicable) in the second box.
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 at the bottom.
8. Submit the completed W-9 form to the requester, not to the IRS.

Who needs W-9?

1. Individuals or businesses that are required to report income paid to other individuals or businesses need a W-9.
2. Freelancers and contractors who provide services and receive compensation.
3. Financial institutions that need TINs for reporting purposes.
4. Any entity that is required to report payments to the IRS, such as contractors, vendors, and partners.

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 request for taxpayer identification number and certification used in the United States by third parties to collect the taxpayer's information for reporting purposes.

Who is required to file W-9?

Individuals and businesses that are required to provide their taxpayer identification number (TIN) to another party, typically for payment purposes, are required to file a W-9.

How to fill out W-9?

To fill out a W-9, provide your name, business name (if applicable), address, TIN (Social Security number or Employer Identification Number), and check the appropriate box for your tax classification (individual, corporation, etc.).

What is the purpose of W-9?

The purpose of Form W-9 is to provide correct taxpayer identification information to the party requesting it, who will use this information for tax reporting purposes, such as reporting payments to the IRS.

What information must be reported on W-9?

The information that must be reported on W-9 includes the individual's or business's name, business name (if different), address, taxpayer identification number (SSN or EIN), and tax classification.