How to fill out a W-9 taxpayer form (video tutorial)
Quick summary
Quick summary
Download the W-9 form: access the W-9 form from the IRS website and open it in MobiPDF.
Fill in the required information: enter your name, business details (if applicable), and taxpayer identification number.
Review and submit: certify the information, sign, and submit the form to the requesting organization.
How to fill out your W-9 form using MobiPDF
Filling out your W-9 form can be quick and easy, especially with the help of MobiPDF. Whether you’re an individual or filling out the form on behalf of a business, this tutorial will walk you through the necessary steps to complete the form correctly.
1. Download and open the W-9 form
To begin, download the W-9 form from the IRS website. Once you have the form, open it in MobiPDF to start filling it out.
Steps to open the form
Download the W-9 form from the IRS website.
Open MobiPDF on your computer.
Click on the "Open" tab and browse your computer to locate the form.
2. Provide your name and business information
The first section of the form asks for your name and, if applicable, the name of your business entity.
Fill out your name
Enter your legal name as it appears on your tax returns.
If you are filling out the form on behalf of a business entity, enter the business name.
If you are completing the form as an individual, check the "Individual" box.
Select your business type
If completing the form on behalf of a business, select the appropriate business type (such as LLC, Corporation, etc.).
3. Exemptions and address information
If you are exempt from backup withholding, you will need to specify the reason.
Exemptions
In Part 2, locate the section for exemptions and check the appropriate box.
If you are unsure about whether you qualify for an exemption, consult with a tax professional.
Enter your address
Fill in your address on lines 5 and 6, indicating where you currently reside or where your business is located.
4. Provide your taxpayer identification number
Next, you’ll need to provide your taxpayer identification number (TIN).
For individuals: enter your Social Security Number (SSN).
For business entities: use the Employer Identification Number (EIN) assigned to your business by the IRS.
5. Certification, signature, and submission
After entering all required information, review the certification statement to ensure the details you’ve provided are accurate.
Sign and date the form: certify that the information is correct by signing and dating the form in Part I.
Submit the form: provide the completed W-9 form to the person or organization that requested it. This is typically an entity that needs your information for tax reporting purposes.
TIP: note that the W-9 form is not directly submitted to the IRS unless specifically requested by the payer. The payer will use your information for their records and for issuing tax-related documents such as Form 1099.
Conclusion
Filling out the W-9 form is straightforward with MobiPDF. By following these simple steps, you can quickly provide your information to those who need it for tax reporting purposes. Finally, please remember to consult a tax professional if you have any specific questions or concerns about your tax situation to avoid potential complications.
