W-9 example on notebook

How to Fill out a W-9 Form

Filling out tax paperwork is always a nuisance, especially once you come across different types of forms with similar sounding names. Here, we’ll tell you about the IRS Type W-9 and how to fill out it.

You’ll need to fill out the IRS Form W-9 if you are an independent contractor, self-employed service supplier, or a company providing services to another business entity. Depending on the information which you provide in this form, your client or customer will issue you a Form 1099-MISC in the conclusion of the fiscal year.

Typically, almost all of your customers will ask you to complete the W-9 form. Since you probably need to submit the Form W-9 multiple occasions, it is far better to fill it out and keep it for repeated future use. You can easily fill out the IRS W-9 form on any device with PDFliner, the best online PDF Editor.

How to Download Form W-9

If you are being asked to complete the form W-9 by a customer or customer, they will also probably offer you a copy of the form. If not, you can always download the IRS Form W-9 on your Mac. Even if numerous sites host a copy of the form, we recommend downloading the W-9 form directly from the IRS site so that you always have the most current and correct version of the form.

How to fill Form W-9

Filling out PDF forms with PDFliner is a cinch. Here are 5 simple Actions to do this:

  1. Register with PDFliner
  2. Open your W-9 form in PDFliner
  3. Click any area and begin typing your information (see the notes below)
  4. Save the complete type in cloud storage so you can retrieve it from any place in the future
  5. Print out the form, sign it, insert a date and send it to your customer.

Note:

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

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

P.5,6,7 – Enter the address at which you’d like to get the Form 1099-MISC

Part I – Input either SSN or EIN, for sole proprietors; they are interchangeable, so that you may use either.

Typical mistakes to avoid when filling out Form W-9

Mistakes are something most of us make. However, mistakes on your tax returns may end up being costly. Several have found this out the hard way – even a little typo in any of the areas could cost you big. We have prepared a list of common mistakes to avoid as you are filling out your Form W-9.

  • Mistyping your title or DBA on the W-9 can actually trigger an audit as it would appear to IRS that you didn’t report your form 1099-MISC if you submit your tax return later.
  • The same thing could occur if you make a typo from the SSN or EIN. Remember, your client has no way to confirm that you’ve entered the appropriate information in your own W-9 form.
  • Make sure your mailing address is correct. Otherwise, you will not get your 1099-MISC form after.

Keep all the forms in 1 spot, for example in PDFliner in your own account. This permits quick access whenever you need them. Once again, make sure you provide accurate information in your W-9. This will make sure that payments you receive are correctly reported on the IRS. If you’re not sure of a few things, always talk to your financial adviser.

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