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

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 for you to fill up if you or your business is hired to offer services to another company. Usually, Form W-9 is given to independent workers, consultants, and other freelance workers. Banks and other financial organizations also use Form W-9 to request tax information from clients. Part 1: Your Best Solution to Fill in IRS Form W-9.

Part 1Your Best Solution to Fill in IRS Form W-9

pdf forms function for windows

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

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!

Part 2 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-by-Step Directions :

Form W-9 is known to be a simple IRS form to complete, but if you are having trouble with here, here is proper way to complete it.

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

import irs form pdf

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.

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.

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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.

fill form w 9 part1 2

Part 3More 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.

Wondershare Editor

Posted by to | Follow @margaretecottyg
Published: Feb 18,2016 17:48 pm / Updated: Feb 22,2016 11:56 am

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