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In this video, Katie Sanouris from CNRS Wealth Management explains how to fill out Form W-9. She advises using the paper form if received, or downloading it from the IRS website by searching for "W-9." The W-9 form collects taxpayer identification information and is a one-page document with instructions on the following pages. It is a fillable PDF that can be saved to your computer. Katie notes that sole proprietors, small business owners, independent contractors, and freelancers often receive Form W-9 from companies they work for. This form collects personal information and EIN numbers, which are later used to complete Form 1099 that will be sent to the address provided.
