W9 Forms

How to Complete a W‐9 Tax Form: 9 Steps (with Pictures

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(800) 829-10405 hours ago To complete a W-9 tax form, start by accessing the form on the IRS website or requesting one from your client if you don't already have one. Keep in mind that you'll need to fill out a W-9 for every client you worked for and made $600 or more. Once you have the form…
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1. Make sure you've got the right form. You may receive the form from the client or company that hired you. Any entity who hires freelancers or independent contractors to do work needs to provide a W-9. You can access the correct W-9 form on the IRS website.
2. Complete the basic information in section one. Section one of the W-9 is where you will need to fill in your name, and address. For box 1, type or write your full name. For box 2, type or write your business's name (if you have one). If not, leave it blank. For box 3, check the box that describes you or the legal status of your business. If you are filling the form out for yourself and you are not being contracted through a company that you own or work for, check the “Individual” box. For box 4, only complete if you have an exemption code. Leave it blank if you are an individual. For box 5, type or write your street address. For box 6, type or write your city, state, and zip code. Box 7 is optional, only fill in this section if you have an account number that your employer will need.
3. Move on to Part I. Fill in your Social Security Number or Taxpayer Identification Number or Employer Identification Number. Fill in the section that applies to you and make sure to only put one number in each box If you are an individual, type or write your social security number in the appropriate space. If you are a resident alien, sole proprietor, or disregarded entity, type or write your Taxpayer Identification Number. You can get a Taxpayer Identification Number if you don't have one. For all other entities, you will need to fill in your Employer Identification Number. If you have a TIN/EIN/SSN but cannot remember it, you can call the IRS at (800) 829-1040 or the Social Security Administration at 800-772-1213.
4. Sign and date the form in Part II. Before your sign and date the form, make sure that you read over the completed form and check to see if everything is correct. Read through the “Certification” information in Part II as well, so that you know what you are signing off on. Only sign if everything is accurate. If everything is correct and you have finished reading the certification information, sign your legal name and include the date. By signing Part II of the W-9, you are stating that: the TIN you provided is correct you are not required to have 28% of your income withheld for tax purposes you are either a US citizen, resident alien, or business entity registered or recognized in the US, or a legal non-business entity recognized in the US you have provided correct information regarding your FATCA (Foreign Accounts Tax Compliance Act) requirements If you sign and one or more of these statements is false, you could face criminal charges, including perjury.

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