01. Edit your W‑9 online
Type text, add images, blackout confidential details, add comments, highlights and more.
4.5 out of 5 · 1218 reviews
Use the instructions below to start using our professional PDF editor for the W‑9 form:
Use the instructions below to start using our professional PDF editor for the W‑9 form:
Click the "Get my form" button at the top of the page.
Edit your W‑9 form. Rearrange and rotate pages, add or modify text, etc.
When you’re ready, click “Done” to save your file. Choose the needed format and rename it if desired.
We have answers to the most popular questions from our customers.
The W-9 form is crucial for accurate tax documentation, as it serves these key purposes:
Providing your Taxpayer Identification Number (TIN) to entities that pay you.
Certifying your tax status as a U.S. person.
Declaring any exemption from backup withholding, if applicable.
In certain cases, completing a W-9 may not be advisable. For example, if an unexpected party requests a W-9, make sure the reason for the request is valid. Financial institutions, such as banks, may use the W-9 form to report dividends at year-end; however, if they already have your TIN, submitting a new W-9 form might be redundant.
It’s important to provide a new W-9 form to your employer or client whenever there’s a change in your personal or business information, such as a new address, new Social Security Number, or name change due to marriage or other reasons. Updating this information ensures that all tax documentation remains accurate.
Name – Enter your full name, ensuring it is spelled correctly and matches the spelling on other tax forms you’ve completed.
Business Name – Complete this field only if you own a business and use a name (trade name, DBA, or entity name) different from the one in Line 1.
Tax Classification – Indicate your tax status according to IRS classification. Depending on whether you’re completing the form as an individual, corporation, LLC, partnership, or trust/estate, check the respective box. Only one box should be selected.
Exemptions – If your entity is exempt from backup withholding, provide the appropriate code in the first line. If exempt from reporting under the Foreign Account Tax Compliance Act (FATCA), enter the relevant code in the second line. Note: Individuals typically do not complete this section.
Address – Enter your street address (including apartment number) so your employer can mail you information returns and notifications.
State, City, and ZIP Code – Provide your city, state, and ZIP code.
Account Numbers – You may list any account numbers your employer might need here. If none, leave this section blank.
The second part of the form requires your personal details for your employer’s tax reporting. Fill out this section as follows:
Provide your Social Security Number (SSN) if you’re completing the form as an individual or single-member LLC, or your Employer Identification Number (EIN) if completing it as a corporation or partnership. Sole proprietors may use either number. Resident aliens without an SSN can use their TIN.
This final section certifies the accuracy of your information. Carefully review the form, ensure all entries are correct, then sign and date it in the designated fields.
4.5 out of 5 based on 1218 reviews