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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 a paper form if received, or visiting the IRS website to access the fillable PDF version of Form W-9, which is a one-page request for taxpayer identification number and certification, accompanied by instructions. Katie highlights that sole proprietors, small business owners, independent contractors, and freelancers often receive this form from companies for whom they work. The information collected on Form W-9, including personal details and EIN, is then used to complete Form 1099, which will be sent to the address provided.
