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In this video tutorial, Katie Sanouris from CNRS Wealth Management explains how to fill out Form W-9. She advises using the paper form if received, or visiting the IRS website to access the fillable PDF version. The Form W-9 is a request for taxpayer identification number and certification, typically received by sole proprietors, small business owners, independent contractors, and freelancers from companies they work for. The information provided on the Form W-9 is used to generate Form 1099 for tax reporting purposes.
