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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 official paper form if received, or to find it on the IRS website by searching for "W-9." The W-9 form is a one-page document for requesting taxpayer identification information, accompanied by instructions. It is available as a fillable PDF, allowing users to complete and save it electronically. Sanouris highlights that sole proprietors, small business owners, independent contractors, and freelancers often receive this form from companies they work with. The information collected on the W-9 is used to fill out Form 1099, which is subsequently sent to the address provided.
