Get your IRS Form W-9 in 3 easy steps
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01 Fill and edit template
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02 Sign it online
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03 Export or print immediately
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Understanding the W-9 Form 2023
The W-9 form PDF serves as a legal way to request TIN and other tax information. Businesses typically use it to obtain SSNs or EINs from their contractors and correctly fill out 1099-MISC and 1099-NEC forms.
Filling Out the Blank W-9 Form
First of all, take a look at this W9 example. This is how a filled pdf would look like in most cases.
With PDFLiner you can finish the document in a couple of minutes and email it to the requester straight from the editor.
Step 1: Gather Necessary Info
Before beginning, make sure to have all the requested info. This includes your Employer ID Number or Social Security Number. Sometimes, businesses may require additional information, such as the name of your business, entity tax type, or exemption codes.
Step 2: Add Legal Name and/or Business Name
Enter your full legal name as it appears on your Social Security card or other official documents. If you are operating under a different business name, include that as well.
For instance, if your legal name is John Doe and your freelance graphic design business is called "Doe Designs," write "John Doe" on the first line and "Doe Designs" on the second line.
Step 3: Pick Federal Tax Classification
Check the appropriate box for you in the third line. If you are a contractor or freelancer, check the "Individual/sole proprietor or single-member LLC" box.
For businesses with more than one shareholder, there are other options:
- C corporation has an unlimited number of investors or shareholders, and the corporation's and each investor's income should be reported separately.
- S corporations are limited to 100 shareholders. In this case, the profits and losses of the corporation are passed through to the shareholders, who report them on their tax returns.
- Partnership is a business entity where two or more people share ownership and profits of the company.
- Trust/estate is for legal entities responsible for filing tax returns and paying any taxes the trust or estate owes.
In our example, John Doe would check the first box since he runs a freelance graphic design business.
Step 4: Enter Exemptions (optional)
In most cases, you would leave this section blank. However, if you have any applicable exemption codes based on your business type or tax situation, enter them in the designated fields. Provide the suitable code if you are free from backup withholding or get a specific tax exemption.
Step 5: Add Your Address
Fill in your mailing details, giving the house number, street name, city, state, and ZIP code. This address is where the payer will send any necessary tax paperwork, such as 1099 forms. In this example, John Doe would enter his home address since he works from home.
Step 6: Provide Taxpayer ID Number (TIN)
Here you get 2 options, add Social Security Number (SSN) or Employer Identification Number (EIN), depending on your business type. For most freelancers and sole proprietors, an SSN will suffice. However, provide your EIN if you have a separate legal entity for your business, such as an LLC or corporation.
Since John Doe operates as a sole proprietor, he would enter his SSN.
Step 7: Certify the Fillable W-9 Form
After filling in all the required fields, review the document carefully for accuracy. Make sure you haven't forgotten any sections and provided the correct information.
Once you've double-checked the form, sign and date it at the bottom to certify that the information you provided is correct and that you are not subject to backup withholding.
Submit the Printable W-9 Form
Once you have completed and signed your W-9 form, send it to the requester (typically, the company or individual who pays you for your services). Stow away a copy of the completed PDF for your records, as you may need to refer to it in the future.
More Real-Life Examples
Example 1: Freelance writer - Sole proprietor
Samantha is a freelance writer recently hired by a marketing agency to work on several projects. The agency requests Samantha complete a W-9 form before they can process her payments.
Samantha downloads W-9 form 2023 and starts filling it out. She enters her full legal name, "Samantha Smith," as it appears on her Social Security card. Since she operates under the "Smith Creative Designs" business name, she writes that in the second line. As a sole proprietor, she checks the "Individual/sole proprietor or single-member LLC" box.
Samantha doesn't have any exemptions, so she skips that section. She provides her mailing address, which is also her home address since she has a home office. Finally, Samantha enters her Social Security Number as her TIN. After reviewing and signing the document, she emails the completed and printable W-9 form to the marketing agency.
Example 2: Contractor - IT Consultant - Single-member LLC
Michael is an IT consultant who owns an LLC called "Tech Solutions." A company has recently contracted him to help upgrade its network infrastructure. Before the payment for his services, the company requests Michael to provide a completed W-9 form.
Michael finds the fillable W-9 form at PDFLiner and starts filling it out. He enters his LLC's legal name, "Tech Solutions LLC," in the first line as his Legal Name and leaves the second line blank because his Business Name is the same. Since his business is a single-member LLC, he checks the first box for his federal tax classification.
Michael doesn't have any exemptions, so he leaves that section blank. He provides the mailing address of his registered business office, where he would like to receive any tax documents from the company. Michael writes his EIN as the Taxpayer Identification Number because he owns an LLC.
Note: If you owe a single-member LLC and don’t have any employees, you don’t have to get EIN; you can use your SSN instead.
After carefully checking everything, Michael e-signs it and adds a current date to certify the accuracy of the information provided. He then submits the printable W-9 form to the company that contracted his services.
Samantha and Michael completed and submitted their W9s, providing the necessary information to their respective clients. This process ensures they comply with tax regulations and can be accurately compensated for their freelance and contractor work.
IRS PDF Form W-9 Resources
How to Sign a W-9 Online Using PDFLiner?
PDFLiner makes the procedure quick and straightforward, and Internal Revenue Service accepts an e-signature. Follow the next instructions:
Step 1: Push on "Sign Field" at the end of the blank.
Step 2: Pick one of your saved signatures or press the "Add new signature" button.
Step 3: Create your signature using one of 3 methods.
Step 4: Click a "Sign" button.
Step 5: Your signature will appear in the Sign Field.
Form Versions
FAQ: Form W9 2023 Popular Questions
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How do I download a W-9 tax PDF form?
- Fill template if you want to download a complete version;
- Press the red “Done” button in the upper right corner of the PDFLiner editor;
- Click on PDF or JPG icons in a pop-up window.
You can also print a file directly from the website to fill it out by hand and submit it by mail. Still, it’s much easier with our online tools in a free PDF editor.
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How to add a date in printable W-9?
- Search for W-9 on PDFLiner or simply open it here;
- Scroll down to Part II of the document;
- Click on the date box (highlighted with blue color);
- Select the needed date from pop-up calendar window.
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When am I exempt from filling out a W9?
There are several exemptions. Yet, there is a chance you may leave the boxes blank. Here they are:
- You have to enter the code in the “Exempt payee code” box if you are exempt from backup withholding;
- You must enter the code in the “Exemption from FATCA reporting code” box if you are a payee exempted from the reporting by Foreign Account Tax Compliance Act.
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When to avoid sending a W-9 Form?
Avoid Sending Someone a W-9 if:
- they're not a customer;
- they're not from your bank;
- they're not from any entity your financial affairs are related to.
The thing is, sending your personal data (such as your Social Security Number) to someone unknown and, therefore, unreliable is risky. Scammers may send you W-9s to trick you into revealing your SSN.
Therefore, if you're on the fence about whether you should fill out a file or not, ask the sender which tax forms they intend to return to you, once you complete it. Do they refuse to give you that information? Discuss it with a tax specialist first. Better safe than sorry.
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W-2 FormWhat is a Form W-2 2023? The W-2 form (also known as Wage and Tax Statement) is used to provide the correct sum paid to the employee and the taxes paid on their incomes per year. Although the W-2 tax form is completed only by the employer, it is sent out to employees to inform them about the taxes and spendings. The document reveals important data about the income amount that your employer paid you during a year, taxes withheld from your paycheck, benefits, and other info. What is a W2 form for? Wage and Tax Statements should be obligatorily completed by every employer. If form W-2 is completed by the employer, other documents are not accompanied. When an employee receives a W-2 form for consideration, a tax return must be attached to the copy of the document. Printable W-2 form (Wage and Tax Statement) must be sent to the employee, Internal Revenue Service, and State Government. Filling out the Wage and Tax Statement in 2023 The following info is requested: Employee’s SSN; Employer’s EIN, name, address, and zip code; Company’s name, street address, and contact information; Employee’s full name, contacts; Wages and tips; Taxes. Wage and Tax Statement or Forms W-2 require your complete attention for filling it out successfully. Use a simple tool like PDFLiner to fill the document step-by-step. Here you can open a blank W-2 form, edit and print it or just simply save it as a PDF. To sum up, this document was created for employers and their employees in order to report wages and taxes that were paid during a year. Employers should fill it out and send to all their workers before the tax season. Employees should use this form to report in their tax returns. Use PDFLiner to fill it out, share with your employees or simply send it by email. We added autofill for your convenience, so all you have to do is fill out the first page. Information will be automatically copied to all other pages. Useful Tips To Remember Don’t forget about deadlines. Every employer should meet specific deadlines and provide the necessary information on time. Copy A should be sent to SSA. Copy 1 goes to the state, city, or local tax department. Copies B, C, and 2 go to employees. Copy D should be kept for records by an employer for 4 years. Always double-check everything that you enter in the form. Especially personal info and calculations. How Can I Get a Copy of My W2 Online? If your employer offers an online portal for employee tax documents, you can log in and download or print a copy of your W2. If your employer does not offer online access to W2 forms, you can request a copy from your employer's human resources or payroll department. Organizations that work with W-2 Internal Revenue Service; Employee; State Government. IRS Form W-2 Resources Download W 2 form blank Instructions for the Requester of W-2 How to fill out W-2 How to sign W-2
Hear What PDFLiner Users Have to Say & Join Them Today
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I’m happy there’s no need to search for the forms I need anywhere else since PDFLiner has all possible tax forms. I often use this editor for work, and I find it especially helpful to pre-fill a blank W-9 form and send it to contractors. Now I can get their signature and TIN in just a few minutes. I’ve also filled out other forms on PDFLiner for my personal needs, and I’m completely satisfied with the service.
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As a freelancer, I'm frequently requested to fill out a printable W-9 form. It would take too much time to complete the PDF form manually. Luckily, PDFLiner provides the option to save the W-9 form in my account. Now I can download and send a completed document any time I need it. Thank you, developers, for a convenient tool!
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Working with clients requires paying precise attention to details, especially if they should fill out the form correctly, and you’re the one who consults them. The PDFLiner editor has become a life-saver for me. I can leave marks and comments in the fillable W-9 form so that people can see where there is a mistake and what exactly they should correct. Now I can’t imagine my work without PDFLiner.
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Fillable online IRS Form W-9