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In this tutorial, Katie Sanouris from CNRS Wealth Management explains how to fill out Form W-9. She advises using the physical form if received, or to search for “W-9” on the IRS website (irs.gov) to access the fillable PDF version. The form, titled "Request for Taxpayer Identification Number and Certification," is only one page long, with subsequent pages containing instructions. Sanouris highlights that sole proprietors, small business owners, independent contractors, and freelancers often receive Form W-9 from companies for whom they work. This form is used to collect personal information and EIN numbers, which are later applied to Form 1099, sent to the address provided by the taxpayer.
