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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 visiting the IRS website to access the fillable PDF version of Form W-9, which is a one-page document with instructions on additional pages. The W-9 is primarily for sole proprietors, small business owners, independent contractors, and freelancers, as companies request this form to gather personal information and EIN numbers. The information provided will later be used to complete Form 1099, which will be sent to the address included on the W-9.
