Form W-9. Request for Taxpayer Identification Number and Certification is a simple tax form used for providing a requester with the correct taxpayer identification number.
It details the personal information of the requested individual such as name, address, tax classification, and taxpayer identification number. The requested individual can enter his or her Social Security Number or Employer Identification Number on the form.
In this article, we will go over a line by line instructions of Form W-9, explain some key points about the tax form, and answer some of the frequently asked questions about filling out one.
Form W-9 – A Guide to Filing
Line 1. Enter your name as shown on your federal income tax return.
Line 2. Enter business or disregarded entity name. This should only be entered if it’s different from the name entered on Line 1.
Line 3. Select tax classification. It can be either one of the following.
- Individual, Sole Proprietor, Single Member LLC
- C Corporation
- S Corporation
- Trust or Estate
Line 4. Enter exemption code if applicable.
Line 5. Enter number, street, and door number of the address.
Line 6. Enter the city, state, and ZIP code of the address.
Line 7. Enter the account number(s) if applicable.
Part 1. Enter your taxpayer identification number. You can write down your Social Security Number or Employer Identification Number. If you don’t have any of these, you can enter your Individual Taxpayer Identification Number.
Part 2. This is part where you need to read and sign Form W-9 and enter the date you completed it.
How to file Form W-9?
There are several ways you can file Form W-9, but how you’re going to file one should come down to how you will furnish the requester. If a paper copy is enough and you will provide your taxpayer identification number in person, you can fill out Form W-9 online and print out a paper copy, or print out a blank copy and fill it out with a pen.
Either way is alright but if there are multiple copies that needs to be filed, we highly suggest filling out a Form W-9 without entering the date and keeping it at your device. This will enable you to print out paper copies any time you want and enter the date of the day to make the form valid which will save you plenty of time.