How to Fill Out Form W-9?

Filling out tax documents is certainly not an easy thing. You will often find many similar tax documents. Therefore, you need guidance when you fill out the tax documents. In this article, we will talk about W-9 forms and how to fill it out.

 

Form W-9 is a tax form issued by the Internal Revenue Service (IRS) to many businesses and employees. If you are an independent contractor, self-employed service provider, or company that provides services to other companies, then you are required to complete the W-9 form. Form W-9 requires you to fill in your name, address, and taxpayer identification number (TIN) which is either an Employee Identification Number (EIN) or Social Security Number (SSN).

 

If you are required to complete a W-9 form, you will likely submit this form several times. Therefore, it is better to pre-fill and store it for future use. You can easily fill out W-9 forms on any device using PDF Reader Pro. PDF Reader Pro is available for any type of device starting from Mac, Windows, iOS, and Android. This article will tell you how to fill out form w-9 from the following aspects:

1. Who Might Ask You Form W-9?

2. Where to Download Form W-9?

3. What Are the Components of Form W-9?

4. How to Fill Out Form W-9?

5. Wrapping Up

 

 

Who Might Ask You Form W-9?

Several parties may ask you to fill out a W-9 form. A broker, bank, or lending institution that cancels your debt may ask for a W-9 form. But as an independent contractor, your client or customer will ask you to fill out a W-9 form.

 

You are obligated to fill out Form W-9 for parties you expect to pay you for a product or service. The goal is to ascertain who they are paying and let the IRS know which party bears the costs and reports the income.

 

Where to Download Form W-9?

If you are asked to complete a W-9 form, you will likely receive a copy of the form. If you don't get the copy of the form, don't worry because PDF Reader Pro provides the latest version of W-9 forms for you here. You can download and fill out the IRS W-9 form online on any device you have. Or you can directly download the W-9 form from the official IRS website here.

 

What Are the Components of Form W-9?

Form W-9 is less than one page consisting of seven lines and two sections. Below are things that you need to pay attention to when filling out a W-9 form.

 

Line 1: Form starts with name. Fill in your full name with the correct spelling. Make sure the spelling is the same as other tax forms you have filled out.

Line 2: The second line is for your business name. This line is filled in if your business name (trade name or entity name) is different from the one shown in line 1.

Line 3: The third line shows your tax status based on the IRS classification. Check the respective box and you can only check one box on this line.

Line 4: This line is for exemptions. It applies if your entity is exempt from backup withholding. Fill in the first line with your code. Fill in the second line if you are exempt from reporting required by Foreign Account Tax Compliance (FACTA). Please note that individuals do not fill out this section.

Line 5: Fill in your address on this line. Make sure you include your street and apartment number in order to receive further information and notifications.

Line 6: Enter your state, city, and zip code.

Line 7: This section is filled in with your account number and is optional.

 

The second part of the form contains the necessary data that will be used to report payments to you. This section must be filled in as follows:

Part I: Taxpayer Identification Number (TIN).

This section has two options. If you are filling out the form as an individual or LLC member, fill in your Social Security Number (SSN). If you are filling out the form as a corporation or partnership, fill in the Employment Identification Number. You can fill in both numbers if you are the sole owner.

 

Part II: Certification

The last part proves your confirmation that the data you have entered is correct. If you have confirmed that everything is correct, sign Form W-9 and insert the current date.

 

How to Fill Out Form W-9?

With PDF Reader Pro, filling out a W-9 form is a piece of cake. We provide some simple steps to achieve that.

1. Download PDF Reader Pro and launch it;

2. Open your W-9 form in PDF Reader Pro;

 

 

3. Click on any field and start typing your information;

4. To sign the form with a digital signature, click Tools ->Signature;

5. Save the complete form on your device for future use;

6. Print out the form and send it to your client/customer;

7. Or click here to fill out the form online.

 

Wrapping Up

As you can see, filling out the form with PDF Reader Pro is like a walk in the park. You can either download the form and fill it online or with PDF Reader Pro. Be sure to keep all the forms in one place for better organization with PDF Reader Pro on your device. 

 

By using PDF Reader Pro, you can edit your forms anywhere and anytime. PDF Reader Pro gives other PDF editors a run for their money. DOWNLOAD PDF Reader Pro now and see how spectacular it is. If you have any problems, feel free to contact us at [email protected].