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IRS Form W-9: Fill Instructions Here to Fill it Hassle-Free

Margarete Cotty

2024-04-18 11:56:27 • Filed to: Other IRS Forms • Proven solutions

Form W-9 is the IRS form used by the companies to request your TIN or taxpayer identification number. You might get a blank Form W-9 to fill up if you or your business is hired to offer services to another company.

Your Best Solution to Fill in IRS Form W-9

Filling up a W-9 with Wondershare PDFelement - PDF Editor is pretty forthright. This program supports form zoom-in to make sure that you won't miss any part or detail.

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Besides, you can save the form to Dropbox and Evernote, make the modification anytime you need on Windows, Mac and even your iOS device as customized versions are available for the three popular systems. Wanna know how to complete your Form W-9? Keeping reading!

Filling Instructions for IRS Form W-9

W-9 Form Purpose: Businesses that are hiring independent workers don't reserve income tax or pay Social Security taxes and Medicare for their independent workers, as they do for the permanent workers; workers are responsible for these responsibilities. But the IRS still would like to know how much these workers are being paid in order to ensure that the workers are paying the taxes they are obliged, and it makes use of form 1099-MISC to collect this information. Businesses don't send form W-9 to the IRS.

Step 1: Install PDFelement if you still do not have it. Open Form W-9 with this program to start the filling process.

Step 2: Write in your name the same as what is shown on your tax return.

Step 3: Write in the name of your business or "disregarded entity" name, it is not the same as the one in step 1.

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Step 4: Write in what kind of business entity is you for federal tax classification: partnership, sole proprietorship, S Corporation, C Corporation, Limited Liability Company trust/estate, etc.

Step 5: Exemptions. There is a big possibility that you are going to leave these boxes blank. Here are some boxes that you might not answer:

Payees that are exempted from backup withholding like corporations might have to put in a code in the "Exempt payee code" box.

Payees that are exempted from reporting below the FATCA or Foreign Account Tax Compliance Act might have to enter a code in the "Exemption from FATCA reporting code" box.

Step 6: State your address complete with city, street address, state, and zip code. If your home address if different from your pace of business, you should use the address that you'll use on the tax return.

Step 7: In the part I you have to offer the tax identification number (TIN) of your business that will either be your unique Social Security number (SSN) if you own the business alone or sole proprietorship, or your employer identification number (EIN) if your business is another type. But you have to know that some sole proprietorship also have EINs, but the IRS require sole proprietors to use their SSNs on form W-9.

Step 8: In Part II of the form, you have to swear that you're saying all the relevant truth in the form W-9. Lying intentionally on a tax form could mean that you will need to pay a fine or even get jailed; the IRS rules are not a joke.

More Tips and Warnings for IRS Form W-9

Form W-9 is a standard tax document usually used in financial and business transactions. So generally, a W-9 form does not pose a lot of problems. But of course, there are still there are some minor issues you need to be aware of.

Be aware that the business or individual asking you to fill up the W-9.

You have to know that the Form W-9 asks for your address, name, and Employer Identification or Social Security number, you have to practice caution in providing your personal information. You have to be certain that you are aware who is asking you to fill up the form, and what their real intention is.

Be sure to securely send the W-9.

The Form W-9 has sensitive information that has to be kept secure and private. Do not send your complete W-9 as an indiscreet or unencrypted email document. Instead you can use secure means of delivery like personal hand delivery, snail mail, or encrypted file attachments through email.

Be aware what types of tax documents the requester aims to offer you.

There are some people who complained about getting a Form W-9 from businesses or person they didn't think would need those details for tax purposes. If you’re not sure of why you have a W-9 to fill up, you can always ask what kinds of tax documents you will expect to get.

Getting a W-9 form when you’re expected a W-4 form instead.

If you're new to a job and your new employer gives you a W-9 form to fill up, you can ask if the new job is as a freelance contractor or as a regular employee. Employees fill up the Form W-4 to set their tax concealment level. Freelance persons, should not have taxes withdrawn.