Quick Guide for Mac

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How to Fill out a W-9 Form?

What’s the W-9 Form?

Form W-9 (officially, the "Request for Taxpayer Identification Number and Certification") is used in the United States income tax system by a third party who must file an information return with the Internal Revenue Service (IRS). IRS W-9 Form requires people to provide the name, address, taxpayer identification number and certification.


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How to download W-9 Form?

You can download the W-9 Form on our website. Or you can download this tax form directly from the IRS website so that you can have the latest and correct version of the form.


How to fill out the W-9 Form?

Fill out a form with PDF Reader Pro can be an easy thing, please follow the following steps to fill out W-9 Form:

1. Install the free trial of PDF Reader Pro, open your W-9 Form in PDF Reader Pro;

2. Click on any field and start typing your information (see the notes below);

3. Save the complete form so you can retrieve it from anywhere in the future;

4. Use PDF Reader Pro to sign it, add a date, print out the form and send it to your clients.

Notes:

p.1 – Type in your name or company name exactly as it appears on your tax returns.

p.2 – If you are doing business using a different name, type that name here.

p.3 – Carefully read the business entity types mentioned here and select the correct checkbox corresponding to your own business. For sole proprietors select the first checkbox.

p.5,6,7 – Enter the address where you'd like to receive the Form 1099-MISC.

Part I – Enter either SSN or EIN, for sole proprietors; they are interchangeable, so you can use either one. For most individuals, the TIN will be their Social Security Number(SSN).


You should keep all the forms in one place for easy organization, for example in PDF Reader Pro on your iPad, iPhone or Mac. This enables you to quickly access the forms whenever you need them.


Once again, make sure you provide accurate information on your W-9 Form. If you are unsure of some items, always consult with your financial adviser.



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